Scott Klimo is a CFA-designated registered investment advisor at Saturna Capital Corporation, based in Bellingham, WA, with 19 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing. Their firm serves 91 clients with $8.6B 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 $5.0M | 0.50% |
| $5M+ | 0.40% |
Annual advisory fee also includes a flat $2,500 base fee in addition to the percentage rates. Minimum annual fee is $5,000.
Fee Estimator
Location
1300 N State St., Bellingham, WA, 98225-4730
Get directionsHistory
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
Saturna Capital Corporation
Saturna Brokerage Services, INCBroker
Previous Registrations
Founders Asset Management LLCBroker
Sbc Warburg Dillon Read INC.Broker
Sbc Warburg, INC.Broker
Sbci Swiss Bank Corporation Investment Banking 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.
Exams
More Advisors
- Shamil Devji, CFASaturna Capital Corporation
- Bryce Fegley, CFASaturna Capital Corporation
- Patrick Drum, CFA, CFPSaturna Capital Corporation
- William Jones, CFASaturna Capital Corporation
- Elizabeth Alm, CFASaturna Capital Corporation
- Levi Zurbrugg, CFASaturna Capital Corporation