Scott Wetzel is a registered investment advisor at Greenworth Investment Advisors, LLC, based in Santa Ana, CA, with 13 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 8 clients with $5M 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 | 1.00% |
Fee Estimator
Location
Santa Ana, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is the President/Partner of Ticon General Contractors, a commercial construction company, since 1998, dedicating nearly full-time hours to management activities there. He also anticipates spending about half his time on Greenworth business.
Employment History
Current Registrations
Greenworth Investment Advisors, LLC
State Registrations1 state
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