Scott Capace is a registered investment advisor at Open Source Investments, LLC, based in Mandeville, LA, with 19 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 237 clients with $110M 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 | 1.95% |
| $250K - $500K | 1.80% |
| $500K+ | 1.70% |
These fees are for the OASIS Program. Open Source Investments also offers the AMF - Allocation and Managed Funds program with the following fee schedule: * First $250,000: 1.3% per year * $250,000 - $500,000: 1.2% per year * $500,000 - $750,000: 1.1% per year * $750,000 - $1,000,000: 1.0% per year * Over $1,000,000: 0.8% per year Fees are negotiable in some circumstances.
Fee Estimator
Location
Mandeville, LA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Open Source Investments, LLC
Previous Registrations
Financial Engines Advisors L.L.C.
Financial Engines Advisor Center, LLC
The Mutual Fund Store
The Mutual Fund Store
State Registrations2 states
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