Scott Billeadeau is a CFA-designated registered investment advisor at Walrus Partners, LLC, based in Golden Valley, MN, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 14 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K+ | 0.75% |
These fee levels apply to assets managed apart from Walrus Partners' proprietary portfolio disciplines. Rising Dividend Growth Strategy: Less than $100,000: 1.25%, $100,000—$500,000: 1.0%, $500,000 or more: 0.50%. Special Situations Strategy: $100,000 or more: 1.25% plus 20% of investment gains.
Fee Estimator
Location
Golden Valley, MN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is a member of the Archdiocese of Saint Paul and Minnesota Pension Board of Trustees and the Investment Committee, Catholic Community Foundation of Minnesota. He also chairs the Investment Review Committee, Nativity of our Lord Catholic Church, dedicating minimal time to each role.
Employment History
Current Registrations
Walrus Partners, LLC
State Registrations1 state
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