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Scott Howe

28 Years of Experience
Inlet Beach, FL

Scott Howe is a registered investment advisor at Mariner Wealth, based in Inlet Beach, FL, with 28 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
912 advisors
Number of Clients
44,528 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$98.6B

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.60%

Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Inlet Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mariner Wealth
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
New York Life Investment Management LLC
March 2018 - January 2023 · 4 yrs 10 mos
Nylife Distributors LLCBroker
March 2018 - January 2023 · 4 yrs 10 mos
Alliancebernstein L.P.
June 2002 - October 2016 · 14 yrs 4 mos
Sanford C. Bernstein & CO., LLCBroker
December 2000 - October 2016 · 15 yrs 10 mos
Sanford C. Bernstein & CO., INC.Broker
August 1996 - December 2000 · 4 yrs 4 mos
Fidelity Brokerage Services, INC.Broker
August 1993 - December 1994 · 1 yr 4 mos
State Registrations1 state
FL
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.
Scott Howe - Financial Advisor | TrueAdvisor