SP
SP

Scott Pruski

15 Years of Experience
Ada, MI

Scott Pruski is a registered investment advisor at Advosion, based in Ada, MI, with 15 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, and 1 more. Their firm serves 16 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$31.6M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $2.0M0.80%
$2.0M - $5.0M0.70%
$5.0M - $10.0M0.50%
$10M+0.30%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Scott is the founder of 4tB Helmets, LLC, formed for potential development of cycling and snow sports helmets. He spends minimal time on this research-oriented venture.

Employment History
Current Registrations
Advosion
April 2010 - Present · 16 yrs 1 mo
State Registrations1 state
MI
Advisor

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.

Exams
No exam information available for this advisor.
Scott Pruski - Financial Advisor | TrueAdvisor