Scot Bennett is a registered investment advisor at Sab Group Financial, P.A, based in Tamarac, FL, with 23 years of industry experience. Scot operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17 clients with $2.2M 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 $100K | 1.50% |
| $100K - $400K | 1.40% |
| $400K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fee Estimator
Location
Tamarac, FL
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Regulatory History (1)
Regulatory
October 2014Other Business Activities
Scot is the president of SAB Group, P.A., a certified public accounting firm, dedicating full-time hours to this role. He is also the managing member and majority owner of several LLCs that own rental properties, and a passive investor in numerous multi-family investments, dedicating minimal time to these activities.
Employment History
Current Registrations
Sab Group Financial, P.A
Previous Registrations
Hornor, Townsend & Kent, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Allmerica Investments, INC.Broker
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.