Scott Altenburg
Scott Altenburg is a registered investment advisor at T&t Capital Management, based in Coto De Caza, CA, with 10 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 296 clients with $190M 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% |
| $1M+ | 1.50% |
Fees may be negotiable at the discretion of the Advisor. The Client's fees will take into consideration the aggregate assets under management with Advisor.
Fee Estimator
Location
Coto De Caza, CA
Get directionsHistory
Regulatory History (2)
Regulatory
March 2012Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Scott is a branch manager at Three Lakes Trading Company, offering managed futures, dedicating a few hours per week. He is also a resident insurance producer for Rick Nelson Insurance Solutions LLC, selling life, accident, and health insurance, dedicating a few hours per week.
Employment History
Current Registrations
T&t Capital Management
Previous Registrations
Kingsview Asset Management, LLC
State Registrations1 state
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.