Scott Wolter
Scott Wolter is a registered investment advisor at The Wolter Group, INC., based in Livonia, MI, with 35 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 161 clients with $47M 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 | 1.50% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for amounts over $1,000,001.
Fee Estimator
Location
17294 Farmington Road, Livonia, MI, 48152
Get directionsHistory
Regulatory History (4)
Financial
October 2018Customer Dispute
July 2006Customer Dispute
June 2006Employment Separation After Allegations
March 2006Other Business ActivitiesSells Insurance
Scott works as a hockey instructor, a registered representative with SA Stone Wealth Management, and is the President/CCO/CEO of The Wolter Group, an RIA. He also sells life insurance and long-term care insurance, dedicating minimal time to this activity.
Employment History
Current Registrations
The Wolter Group, INC.
Stonex Securities INC.Broker
Previous Registrations
Advanced Financial Planning, INC.
Wrp Investments, INC.Broker
Edward JonesBroker
Comerica SecuritiesBroker
NationssecuritiesBroker
Dean Witter Reynolds INC.Broker
State Registrations10 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.