Scott Mullen
Scott Mullen is a registered investment advisor at Belpointe Asset Management LLC, based in Rancho Mirage, CA, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 7,604 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Advisory fees are negotiable and can be structured as a flat fee, fixed rate percentage, linear fee percentage, or tiered fee percentage, up to a maximum annual rate of 2.50%.
Fee Estimator
Location
Rancho Mirage, CA
Get directionsHistory
Regulatory History (5)
Financial
August 2018Financial
June 2018Financial
June 2018Financial
April 2018Financial
December 2017Other Business Activities
Scott works with TheMullen6 & Co. as an instructor, teaching novice investors how to build ETF portfolios. This investment-related activity takes a few hours per week, some of which occurs during securities trading hours.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Belpointe Asset Management LLC
National Wealth Partners LLC
Miracle Mile Advisors, LLC
Biltmore Family Office, LLC
Family Endowment Partners, LP
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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