Scott Stoltenberg
Scott Stoltenberg is a registered investment advisor at Quad-Cities Investment Group, LLC, based in Davenport, IA, with 26 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 610 clients with $430M 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 | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Location
5177 Utica Ridge Road, Davenport, IA, 52807
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 2003Other Business Activities
Scott is involved with the City of Bettendorf Planning and Zoning Commission, dedicating minimal time. He also owns 50% of WOI, LLC, a car wash business, spending minimal time on it.
Employment History
Current Registrations
Quad-Cities Investment Group, LLC
Previous Registrations
Chicago Investment Group Advisors, LLC
UBS Financial Services INC.
Piper Jaffray & CO.
State Registrations3 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.