Scott Valenti
Scott Valenti is a registered investment advisor at Forge Capital, based in Sarasota, FL, with 14 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.50% |
The annual fee is negotiable based upon certain criteria. Forge Capital also offers a performance-based fee structure: 0.50% per year (0.125% per quarter) plus 20% of the net gains above the account’s high-water mark, billed annually in arrears.
Fee Estimator
Location
Sarasota, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2018Other Business ActivitiesSells Insurance
Scott is the 100% owner of Oscar Mike LLC, a logistics company handling general transportation arrangements, dedicating a few hours per week. He also holds a Life & Health license (215) in FL, TX, and AZ since 2024, selling life, health, and annuity products for financial planning, risk management, death benefits, and tax planning, dedicating a few hours per week.
Employment History
Current Registrations
Forge Capital
Previous Registrations
Stirlingshire Investments
Stirlingshire InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
Nylife Securities LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Preston Langley Asset Management, INC.Broker
Mason Hill & CO., INC.Broker
Coleman & Company Securities, INC.Broker
Coleman & Company Securities, INC.Broker
Barron Chase Securities, INC.Broker
First Colonial Securities Group, INC.Broker
William Scott & CO. L.L.C.Broker
State Registrations2 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.