Scott Norris is a CFP-designated registered investment advisor at Evergreen Wealth, based in Naples, FL, with 25 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 679 clients with $1.2B 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 | 1.40% |
| $100K - $150K | 1.40% |
| $150K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.10% |
| $750K - $1.3M | 1.00% |
| $1.3M - $1.8M | 0.90% |
| $1.8M - $2.5M | 0.80% |
| $2.5M - $3.5M | 0.70% |
| $3.5M - $5.0M | 0.60% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable based on relationship size, family holdings, and other factors. Households below the $100,000 minimum are assessed a $55 annual maintenance fee per account.
Fee Estimator
Location
2400 Tamiami Trail North, Suite 403, Naples, FL, 34103
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 is an independent insurance agent selling fixed products since 2000, dedicating minimal time to this activity. He is also a member of C&N Investments LLC, 5945 Sand Wedge LLC, and 1200 Centre West LLC, all involving management and real estate, each requiring minimal time.
Employment History
Current Registrations
Evergreen Wealth
Previous Registrations
Mutual Securities, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Linsco/private Ledger CORP.
AXA Advisors, LLC
AXA Advisors, LLCBroker
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.
Exams
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