Scott Mondeau
Scott Mondeau is a registered investment advisor at Flagship Harbor Advisors, LLC, based in Bridgewater, MA, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 7,373 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Flagship Harbor Advisors charges an annual fee based on a percentage of the market value of your investments. This fee generally ranges from 0.25% to 2.0%. The exact fee depends on factors like the representative assigned to your account, the amount you invest, and the complexity of your situation. Clients can choose to have fees deducted from their accounts or billed directly.
Location
Bridgewater, MA
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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 operates under the DBAs Flagship Harbor Advisors LLC and Fieldstone Wealth Management for his LPL business. He also owns a non-variable insurance business and works as an independent contractor doing masonry repair and restoration, as well as an ice hockey referee. Scott dedicates about 10-20% of his time to his insurance business and nearly full-time to Flagship Harbor Advisors, LLC.
Employment History
Current Registrations
Flagship Harbor Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Next Financial Group, INC.
Next Financial Group, INC.Broker
PFS Investments INC.Broker
State Registrations19 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.