Scott Monroe is a CFA, CFP-designated registered investment advisor at 8020 Capital Management, based in San Clemente, CA, with 21 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6.0M - $8.0M | 0.40% |
| $8M+ | 0.20% |
Fees are negotiable. Household accounts may be aggregated. First tier extended to $0 to cover account minimum.
Fee Estimator
Location
100 La Pata, Suite 200, San Clemente, CA, 92673
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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
8020 Capital Management
Previous Registrations
Towneley Capital Management, INC.
TD Ameritrade, INC.Broker
Fidelity Brokerage Services LLCBroker
Condor Capital Management
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
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