Scott Harwell
Scott Harwell is a registered investment advisor at Osaic Wealth, INC., based in Marietta, GA, with 29 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Marietta, GA
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Scott is an insurance agent since 1996 and owner/member of Private Asset Management LLC, spending a few hours per week on each. He also manages Wealth Advisors LLC for about 10-20% of his time, is the treasurer for The Harwell Family Foundation Inc., and a member of Corsa Performance Group, LLC.
Employment History
Current Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Brookstreet Capital Management
Brookstreet Securities CorporationBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Janney Montgomery Scott LLCBroker
Wm Financial Services, INC.Broker
John Hancock Distributors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
State Registrations22 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.