Scott Zollo is a CFA-designated registered investment advisor at Core Alpha, INC., based in Rochester, NY, 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 Investment Management. Their firm serves 303 clients with $110M 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 $400K | 1.00% |
| $400K - $700K | 0.75% |
| $700K+ | 0.50% |
Fees may be negotiable based on client situations.
Fee Estimator
Location
1701 Chili Avenue, Rochester, NY, 14624
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 Activities
Scott receives a percentage of the management fee that clients pay to the RIA firm. He does not receive additional bonuses.
Employment History
Current Registrations
Core Alpha, INC.
Mutual Funds Associates INC.Broker
State Registrations3 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.