Casey Scott is a registered investment advisor at Scott Capital Advisors, LLC, based in Portland, OR, with 38 years of industry experience. Casey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 412 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scott Capital Advisors offers two investment management services:
- Asset Management: The maximum annual fee is 1.25% of your portfolio, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The maximum annual fee is 1.50% of your portfolio, billed quarterly in advance. Fees are negotiable.
If Scott Capital Advisors uses a separate account manager on the Fidelity platform, the total fee will not exceed 1.50% for Asset Management and 1.75% for Comprehensive Portfolio Management.
Location
707 SW Washington Street, Suite 810, Portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Casey has ownership stakes in Glisan Street Property LLC, BB Holdings LLC, and Sidney Farms, all starting in or before 2012, and dedicates minimal time to these ventures. Casey is also the Secretary/Treasurer of Wing Shooters, dedicating minimal time to this role.
Employment History
Current Registrations
Scott Capital Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
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