Scott Newman is a registered investment advisor at Wealth Asset Managers, based in San Diego, CA, with 26 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management. Their firm serves 2,003 clients with $320M 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% |
Annual advisory fees depend on the size and complexity of the client relationship, up to a maximum of 1.00%. Fees are billed monthly in advance and may be negotiable.
Fee Estimator
Location
12555 High Bluff Drive, Suite 390, San Diego, CA, 92130
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Wealth Asset Managers
Nelson Securities,inc.Broker
Previous Registrations
Morgan Stanley Dw INC.Broker
Cuso Financial Services, L.P.Broker
Linsco/private Ledger CORP.Broker
State Registrations33 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.
Exams
More Advisors
- Gabriel Adams, CFPCreative Planning
- Christopher D'arcy, CFAD'arcy Capital Management, LLC
- Jeffrey Platt, CFA, CFPPlatt Wealth Management
- Micah Cummins, CFPMercer Global Advisors INC.
- Steven Nartker, CFP, PFSLPL Financial LLC
- Matthew Belardes, CFA, CFPIndependent Financial Group, LLC