Scott Burack
Scott Burack is a CFP-designated registered investment advisor at Baker Tilly Wealth Management, LLC, based in Newport Beach, CA, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 601 clients with $4.6B 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 | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. Certain clients may receive portfolio management services under a different fee schedule that will transition over time to the standard fee schedule.
Fee Estimator
Location
4100 Newport Beach Drive, Suite 600, Newport Beach, CA, 92660
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 →Other Business ActivitiesSells Insurance
Scott spends about a quarter of his time on services for Baker Tilly Capital, LLC and Baker Tilly Wealth Management, LLC, with the majority of his time dedicated to Baker Tilly tax services. He also works as a tax consultant and insurance agent, selling life, health, disability, and long-term care insurance, dedicating about 10% of his time to tax preparation and a few hours per week to insurance sales.
Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
Baker Tilly Capital, LLC
Baker Tilly Capital, LLCBroker
Previous Registrations
Dfpg Investments, LLCBroker
Squar Milner Financial Services, LLC
Allegis Investment Services, LLCBroker
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Hagerty, Stewart & Associates, INC.Broker
The Seidler Companies IncorporatedBroker
Squar Milner Financial Services, LLC
Hagerty, Stewart & Associates, INC.Broker
1st Global Capital CORP.Broker
State Registrations1 state
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