George Scott
George Scott is a registered investment advisor at Belpointe Asset Management LLC, based in Seal Beach, CA, with 38 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,529 clients with $6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Belpointe's advisory fees are negotiable and can be a flat fee, fixed rate percentage, a linear fee percentage, or a tiered fee percentage structure, but cannot exceed 2.5% annually, based on the value of your investments. The exact fee schedule is agreed upon between you and your advisor. Fees are typically deducted directly from your account quarterly.
Location
Seal Beach, CA
Get directionsHistory
Regulatory History (4)
Judgment / Lien
February 2013Judgment / Lien
November 2012Judgment / Lien
November 2011Judgment / Lien
March 2010Other Business ActivitiesSells Insurance
George sells fixed insurance products and operates GBJ Scott Financial as a sole proprietorship for insurance and investment advisory business. He also engages in business planning, provides referrals for estate planning services, and aids business owners with business coaching software, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Belpointe Asset Management LLC
Previous Registrations
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.
Sunamerica Securities, INC.Broker
Securian Financial Services, INC.Broker
Pml Securities CompanyBroker
Pml Securities CompanyBroker
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.