Scott Mann
Scott Mann is a registered investment advisor at Via IV Investments, LLC, based in Houston, TX, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 531 clients with $190M 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 $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Maximum fee for clients of Scott Mann is 1.50%, potentially reaching 1.85%. Fees are negotiable at the adviser’s discretion. The "Wisefactors" digital investment program charges up to 0.90% annually.
Fee Estimator
Location
1717 St. James Place, Suite 365, Houston, TX, 77057
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Other Business ActivitiesSells Insurance
Scott conducts insurance business directly with product sponsors/insurance companies and is a board member of Partners Equity Group, a DBA for his insurance business, dedicating minimal time to it. He also hosts a radio show called Money Show with Scott Mann, spending a few hours per week on it.
Employment History
Current Registrations
Via IV Investments, LLC
Previous Registrations
Mann Wealth Management, LLC
State Registrations1 state
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.