Scott Greene
Scott Greene is a registered investment advisor at Compass Financial Management LLC, based in Tampa, FL, 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 Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,228 clients with $890M 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 $1.0M | 1.95% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.00% |
Fees are generally between 1.00% and 1.95% and are negotiable. Third-party or internally managed portfolios may add an additional 0.25% to 1.00% annual fee.
Fee Estimator
Location
15170 N. Florida Ave., Tampa, FL, 33613
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2017Other Business ActivitiesSells Insurance
Scott is involved in several business activities, including insurance sales through Nature Coast Financial, which takes nearly full-time. He also co-owns multiple companies related to medical software, billing, and a holding company, dedicating a few hours per week to each.
Employment History
Current Registrations
Compass Financial Management LLC
Previous Registrations
Ae Wealth Management, LLC
Sandy Morris Financial & Estate Planning Services, LLC
Mutual Trust Asset Mgmt., INC.
Vtrader Pro, LLCBroker
Mutual Trust CO. of America SecuritiesBroker
State Registrations1 state
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
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