CFA

Scott Bettin

3 Years of Experience

Edina, MN

1 Disclosure

Scott Bettin is a CFA-designated registered investment advisor at Cornerstone Portfolio Research, based in Edina, MN, with 3 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $1.8B in assets under management.

Cornerstone Portfolio Research

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

6 clients

Average Client Portfolio

$308.1M average

Assets Under Management

$1.8B

Fee Structure

Investment management only (planning not offered)

CPR provides investment management services to other investment advisors for an annual fee based on the amount of assets under management. This fee varies between 0.10% and 0.20%, depending on the size and composition of the portfolios and the type and amount of consulting and support required.

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Location

Edina, MN

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Judgment / Lien

June 2017

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Employment History

Current Registrations

Cornerstone Portfolio Research

September 2022 - Present · 3 yrs 8 mos

State Registrations2 states

MNPA

Advisor

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

No exam information available for this advisor.

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