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Scott Dutton

36 Years of Experience
Londonderry, NH
2 DisclosuresBroker

Scott Dutton is a registered investment advisor at Primerica Advisors, based in Londonderry, NH, with 36 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, Retirement Planning. Their firm serves 54,384 clients with $11B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3793 advisors
Number of Clients
54,384 clients
Average Client Portfolio
$205K average
Assets Under Management
$11.2B

Fee Structure

Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K2.24%
$250K - $500K2.21%
$500K - $1.0M2.02%
$1.0M - $3.0M1.88%
$3.0M - $5.0M1.70%
$5.0M - $10.0M1.55%
$10.0M - $15.0M1.45%
$15.0M - $25.0M1.20%
$25M+1.10%

The advisory fee component of the annual wrap fee is negotiable. As an accommodation to clients seeking temporarily to reduce exposure to market volatility, you are permitted to allocate your Program Account entirely to cash. Program Accounts allocated to cash are subject to a reduced annual wrap fee of 0.10%.

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

25 Nashua Rd, Building F Ste 2, Londonderry, NH, 03053

Get directions

History

Regulatory History (2)
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Customer Dispute
November 2023
Settled
Customer Dispute
June 2015
Settled
Other Business Activities

Scott sells investment-related products for companies affiliated with PFS Investments Inc. He may also receive compensation from Primerica Mortgage, LLC and Primerica Client Services, Inc. for loan products and home security/automation referrals.

Employment History
Current Registrations
Primerica Advisors
December 2015 - Present · 10 yrs 4 mos
PFS Investments INC.
July 1991 - Present · 34 yrs 9 mos
PFS Investments INC.Broker
July 1991 - Present · 34 yrs 9 mos
Previous Registrations
First American National Securities, INC.Broker
September 1989 - June 1991 · 1 yr 9 mos
State Registrations21 states
CACTFLMAMDMEMTNCNHNJNYOHOKPASCTNTXVAVTWIWV
AdvisorBrokerBoth

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.