Scott Branson
Scott Branson is a registered investment advisor at Titleist Asset Management, LLC, based in Austin, TX, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,652 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees may be negotiable. If Shorebird’s model portfolios are utilized, there is an additional 0.15% model manager fee.
Fee Estimator
Location
2301 S Capital of Texas Hwy, Suite J-101, Austin, TX, 78746
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2021Other Business Activities
Scott has a one-third ownership in Promised Land Farm since 1974, spending minimal time on activities such as executing contracts and collecting crop proceeds. He is also a registered representative with Titleist Capital, LLC since 2021 and an investment adviser representative with Titleist Asset Management, LLC since 2023.
Employment History
Current Registrations
Titleist Asset Management, LLC
Titleist Capital, LLCBroker
Previous Registrations
Titleist Capital, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.