SM
CFP
SM
CFP
Scott Mackenzie
31 Years of Experience
Atlanta, GA
1 Disclosure
Scott Mackenzie is a CFP-designated registered investment advisor at Private Family Wealth Advisors, based in Atlanta, GA, with 31 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Divorce Planning, and 8 more. Their firm serves 138 clients with $390M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
138 clients
Average Client Portfolio
$2.8M average
Assets Under Management
$393.2M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 0.80% |
| $5.0M - $25.0M | 0.60% |
| $25.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees are negotiable for assets over $100 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
SM
Scott Mackenzie
Location
3350 Riverwood Pkwy Se, Suite 650, Atlanta, GA, 30339-6401
Get directionsHistory
Regulatory History (1)
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Customer Dispute
July 2010Settled
Employment History
Current Registrations
Private Family Wealth Advisors
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
March 2008 - May 2023 · 15 yrs 2 mos
Wells Fargo Advisors Financial Network, LLCBroker
March 2008 - May 2023 · 15 yrs 2 mos
Suntrust Investment Services, INC.
April 1996 - March 2008 · 11 yrs 11 mos
Suntrust Investment Services, INC.Broker
January 1996 - March 2008 · 12 yrs 2 mos
Suntrust Securities, INC.Broker
April 1994 - May 1995 · 1 yr 1 mo
Edward D. Jones & CO., L.P.Broker
August 1992 - August 1993 · 1 yr
State Registrations2 states
GATX
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.