Scott Emblen is a CFP-designated registered investment advisor at The Mather Group, LLC, based in Portland, OR, with 22 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4,773 clients with $13B 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 $2.0M | 1.15% |
| $2.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees and minimums are subject to negotiation.
Fee Estimator
Contact
Scott Emblen
Location
1675 SW Marlow Ave., Suite 305, Portland, OR, 97225
Get directionsHistory
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
The Mather Group, LLC
Previous Registrations
Independent Progressive Advisors, LLC
Skyline Financial Northwest
Springwater Wealth Management, LLC
Maas Capital Advisors, LLC
Hewins Financial Advisors, LLC
Charles Schwab & CO., INC.
State Registrations1 state
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