AS
CFA
AS
CFA

Adam Scotch

5 Years of Experience
Los Angeles, CA

Adam Scotch is a CFA-designated registered investment advisor at Value Rotation Strategies LLC, based in Los Angeles, CA, with 5 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $8.6M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
1 client
Average Client Portfolio
$8.6M average
Assets Under Management
$8.6M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)

VRS charges up to 2.0% of your portfolio annually. They may also charge up to 30% of net profits as a performance-based fee. Additional operating expenses may apply.

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Location

10880 Wilshire Boulevard, Suite 1101, Los Angeles, CA, 90024

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Value Rotation Strategies LLC
February 2021 - Present · 5 yrs 3 mos
State Registrations1 state
CA
Advisor

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
No exam information available for this advisor.
Adam Scotch - Financial Advisor | TrueAdvisor