Scott Brown
Scott Brown is a ChFC-designated registered investment advisor at Arkadios Wealth Advisors, based in Alburtis, PA, with 34 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 12,091 clients with $3.9B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K+ | 1.50% |
Existing clients may have different fee schedules based on agreements prior to March 2021. Clients at NFS will be charged a minimum fee of $10.42 monthly. Fees may be negotiable.
Fee Estimator
Location
Alburtis, PA
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Regulatory History (1)
Customer Dispute
July 2021Other Business ActivitiesSells Insurance
Scott is an insurance broker at First Colony Insurance Broker and with various other companies. He also owns SR Brown Financial Services, providing investment-related services to clients and dedicating nearly full-time hours to it.
Employment History
Current Registrations
Arkadios Wealth Advisors
Arkadios CapitalBroker
Previous Registrations
Arkadios Wealth Advisors
Triad Advisors, LLC
Triad Advisors LLCBroker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations8 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.