Scott Streed
Scott Streed is a CFP-designated registered investment advisor at Focus Financial, based in Minnatonka, MN, with 38 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 13,684 clients with $6.8B 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 | 1.00% |
Advisors may use flat fee percentages, fixed dollar fees, linear schedules, or tiered schedules. Fees are negotiable and depend on the account size, complexity, and investment types. Maximum stated rate for general tiers is typically up to 1.00%.
Fee Estimator
Location
1000 Shelard Parkway Ste 300, Minnatonka, MN, 55426
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a statutory agent for Focus Financial Network, Inc., selling and servicing fixed insurance products, dedicating about 10-20% of his time. He also works as an investment advisory representative and is the President of Vogel Investment Planning, an S-Corp established for tax purposes.
Employment History
Current Registrations
Focus Financial
Osaic Wealth, INC.Broker
Previous Registrations
Mutual Service CorporationBroker
Titan/value Equities Group, INC.Broker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
American Express Financial Advisors INC.Broker
State Registrations7 states
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.