Scott Preston is a CFA-designated registered investment advisor at Maven Group LLC, based in Rancho Santa Fe, CA, with 21 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 1 clients with $20M 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% |
Incentive allocation is 20% of profits each year.
Fee Estimator
Location
16236 San Dieguito Road, Suite 4-25, Rancho Santa Fe, CA, 92091
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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
Maven Group LLC
Previous Registrations
Citigroup Global Markets INC.
State Registrations1 state
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