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Scott Morrison

10 Years of Experience
St Petersburg, FL

Scott Morrison is a registered investment advisor at Brave Family Advisors, based in St Petersburg, FL, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 361 clients with $540M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
6 advisors
Number of Clients
361 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$542.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

The advisory fees charged by BFA are negotiable and on a tiered fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

St Petersburg, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott is the president of GOMO Properties LLC, a residential investment real estate company, since an unspecified date. His duties include paying bills, depositing rent checks, and bookkeeping, taking minimal time.

Employment History
Current Registrations
Brave Family Advisors
February 2016 - Present · 10 yrs 3 mos
State Registrations2 states
FLRI
Advisor

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
No exam information available for this advisor.