Scott Sari
Scott Sari is a CFP-designated registered investment advisor at Garden State Investment Advisory Services, LLC, based in Red Bank, NJ, with 34 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,531 clients with $670M 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 $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable and billed monthly in arrears based on the market value of the account on the last business day of the preceding month.
Fee Estimator
Location
328 Newman Springs Road, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (3)
Regulatory
February 2007Regulatory
June 2006Customer Dispute
May 2001Other Business ActivitiesSells Insurance
Scott is the owner of Garden State Insurance Agency, Inc., dedicating minimal time. He is also a partner in S&J Investment Properties/194 Beach Ave, LLC, a real estate venture that is not investment-related.
Employment History
Current Registrations
Garden State Investment Advisory Services, LLC
Garden State Securities, INC.Broker
Previous Registrations
H.J. Meyers & CO., INC.Broker
State Registrations40 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.
Exams
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