Scott Weinstein
Scott Weinstein is a registered investment advisor at Ameritas Advisory Services, LLC, based in Oswego, IL, with 34 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
Oswego, IL
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Regulatory History (1)
Criminal
March 2023Other Business ActivitiesSells Insurance
Scott is a general agent for Ameritas Life Insurance Corp, recruiting, training, and managing advisors for insurance sales, dedicating about a quarter of his time. He also shares his experiences with a planning software company and is a member of Cajew LLC, which involves minimal time.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services, LLC
Ameritas Advisory Services
On Investment Management CO
The O.N. Equity Sales CompanyBroker
AXA Advisors, LLCBroker
Integrated Financial Planning ServicesBroker
Pruco Securities CorporationBroker
Jefferson Pilot Securities CorporationBroker
MML Investors Services, INC.Broker
Metropolitan Life Insurance CompanyBroker
Metlife Securities INC.Broker
State Registrations7 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.