Gary Scott is a CFP-designated registered investment advisor at Edward Jones, based in Sonoma, CA, with 32 years of industry experience. Gary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 4,069,320 clients with $1000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.40% |
The fee schedule consists of a Program Fee (up to 1.35%) and a Platform Fee (up to 0.05%), totaling a maximum annual rate of 1.40%. Fees are negotiable and may be lower based on account size or pricing groups.
Fee Estimator
Location
545 Third St West, Sonoma, CA, 95476
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Regulatory History (1)
Customer Dispute
March 2012Other Business Activities
Gary owns rental property in Sonoma, CA since 2000, spending minimal time on it. He also has an ownership stake in a restaurant in Oakland, CA since 2022, but has no responsibilities there.
Employment History
Current Registrations
Edward Jones
Edward JonesBroker
State Registrations27 states
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
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