Scott Peebles is a registered investment advisor at Trellisent Investments, based in San Antonio, TX, with 23 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, High Net Worth, Investment Management, and 1 more. Their firm serves 10 clients with $16M 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 $750K | 1.30% |
| $750K - $3.0M | 1.10% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
All fees are negotiable. If your account is comprised entirely of bonds or similar fixed income securities, you will be subject to the following fee schedule: - Up to $3,000,000: 0.50% per year - $3,000,001 and above: 0.40% per year
Fee Estimator
Location
227 North Loop 1604 E, Suite 150, San Antonio, TX, 78232
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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 →Employment History
Current Registrations
Trellisent Investments
Previous Registrations
Trellisent Investments
Citigroup Global Markets INC.
State Registrations1 state
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