Scott Stratton is a registered investment advisor at Stratton Capital Management, LLC, based in Bedford, NH, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 6 clients with $7.7M 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 $1.5M | 0.70% |
| $1.5M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. The standard fee structure may vary.
Fee Estimator
Location
Bedford, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Scott has been employed as a pilot for Federal Express Corp. since 1987. He dedicates about a quarter of his time to this transportation business, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Stratton Capital Management, LLC
Previous Registrations
Catamount Investment Strategies, INC.
Catamount Investment Strategies, INC.
Catamount Investment Strategies, INC.
State Registrations1 state
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