Scott Colangelo
Scott Colangelo is a registered investment advisor at Private Client Services, LLC, based in Overland Park, KS, with 30 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2004Customer Dispute
April 2000Other Business ActivitiesSells Insurance
Scott is involved in several business activities, including being an IAR for Prime Capital Investment Advisors, owner/officer of CHHSZ Holdings, LLC, and founder/managing partner of Liquid Mobile IV. He also sells fixed insurance products through Prime Capital Risk Management, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Private Client Services, LLCBroker
Prime Capital Financial
Previous Registrations
Fiduciary Investment Trusts, LLC
Cambridge Investment Research, INC.Broker
Lawing Financial INC
Mason James Asset Management, INC.
The O.N. Equity Sales CompanyBroker
Stifel, Nicolaus & Company, IncorporatedBroker
Edward D. Jones & CO., L.P.Broker
State Registrations15 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.