Scott Peterson
Scott Peterson is a registered investment advisor at Advisory Services Network, based in Boca Raton, FL, with 33 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 11,852 clients with $8.6B 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 $500K | 2.25% |
| $500K - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
All fees are negotiable.
Fee Estimator
Location
1515 North Federal Highway Suite 306, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
Regulatory
June 2023Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent selling and servicing fixed annuities and life insurance since April 2024. This activity requires minimal time and occurs during trading hours.
Employment History
Current Registrations
Advisory Services Network
Previous Registrations
Ballast Advisors, LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Washington Square Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
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.