Scott Coy
Scott Coy is a registered investment advisor at Coy Capital Management, based in Monroeville, PA, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 106 clients with $59M 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 - $1000K | 1.75% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable in exceptional circumstances.
Fee Estimator
Location
2790 Mosside Boulevard, Suite 540, Monroeville, PA, 15146
Get directionsHistory
Regulatory History (3)
Regulatory
March 2019Regulatory
April 2011Regulatory
January 2011Other Business ActivitiesSells Insurance
Scott is a consultant on real estate transactions through SW Coy Consulting Inc, dedicating about 10-20% of his time. He is also the President, CEO, and Owner of S W Coy Financial Inc, selling fixed insurance, and the President, CEO, and Owner of Coy Capital Management, Inc., an investment advisory firm, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Coy Capital Management
Previous Registrations
Invicta Advisors LLC
Trustmont Advisory Group, INC.
Centaurus Financial, INC.Broker
Questar Capital CorporationBroker
Usallianz Securities, INC.Broker
Securian Financial Services, INC.Broker
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.