Scott Butterfield is a registered investment advisor at Smithbrook, LLC, based in Woodinville, WA, with 24 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 15 clients with $91M 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 $3.0M | 0.95% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.55% |
Minimum annual fee of $28,500. Third-Party Adviser fees are typically 0.85% to 1.0%.
Fee Estimator
Location
Woodinville, WA
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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
Smithbrook, LLC
Previous Registrations
Lnw
Filament, LLC
Filament, LLC
Quellos Private Capital Markets, L.P.
Quellos Capital Management LP
Quellos Fixed Income Advisors LLC
State Registrations3 states
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.