Areas of Practice
Compensation
Firm Size
Number of Clients
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Fee Structure
Wellment Financial offers investment management services through a wrap fee program. The total investment advisory fee will not exceed 2.0% annually, which includes Wellment's advisory fee, the sub-advisor's fee, the model manager fee (if applicable), and transaction costs. Fees are negotiable based on factors like the client's situation and potential for additional deposits. Fees are charged monthly, based on the average daily balance of your account.
Location
444 N. York Street, Elmhurst, IL, 60126
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Scott is a licensed insurance agent at FSR Insurance Planning Ltd since 2017, dedicating a few hours per week to insurance planning. He also serves as Treasurer for Chikaming Country Club, spending a few hours per week preparing budgets and reviewing financials.
Employment History
Current Registrations
Fsr Wealth Strategies
Previous Registrations
Global Financial Private Capital, LLC
Gwn Securities INC.
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
Mtl Equity Products, INC.
Waterstone Financial Group, INC.
Results One Financial, LLC.
State Registrations2 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.