Scott Monroe
Scott Monroe is a CFA, CFP-designated registered investment advisor at Towneley Capital Management, INC., based in Laguna Hills, CA, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 240 clients with $1.1B 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Fees are negotiable. New accounts with an average daily balance below $500,000 are charged a minimum quarterly fee of $1,250, not to exceed 0.50% of the average daily balance of the account per billing period.
Fee Estimator
Location
23197 La Cadena Drive, Suite 103, Laguna Hills, CA, 92653
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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 →Other Business Activities
Scott owns two rental properties, one in Keller, TX, and another in San Clemente, CA, since 2018. His wife manages both properties, requiring minimal time from Scott.
Employment History
Current Registrations
Towneley Capital Management, INC.
Previous Registrations
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
Condor Capital Management
State Registrations2 states
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