Scott Burch
Scott Burch is a registered investment advisor at Sage Investment Group, based in Pasadena, CA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.25% |
| $350K - $1.0M | 1.10% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.90% |
Fees are negotiable for amounts over $3,000,000. Current client relationships may exist where the fees are higher or lower than the fee schedule.
Fee Estimator
Location
2500 E Foothill Blvd, Suite 115, Pasadena, CA, 91107
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent since 1989, receiving commissions and dedicating nearly full-time hours to this activity. He also invests in real estate, profiting from the sale of houses.
Employment History
Current Registrations
Sage Investment Group
Previous Registrations
Regal Investment Advisors LLC
Sage Investment Group
Fsc Securities Corporation
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.