Scott Mehren
Scott Mehren is a registered investment advisor at American Investors CO, based in Rocklin, CA, with 25 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 762 clients with $580M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
In lieu of the tiered schedule, a fixed percentage fee of 1.5% may be charged. A fixed annual fee payable at agreed-upon intervals throughout the year may be charged for asset management services and/or a combination of asset management and other advisory services. Fees are negotiable.
Fee Estimator
Location
5701 Lonetree Blvd., Suite 215, Rocklin, CA, 95765
Get directionsHistory
Regulatory History (1)
Criminal
March 1991Other Business Activities
Scott is a partner at Optimum Strategies, providing bookkeeping, payroll, and tax services since 2000. He dedicates about 10-20% of his time to this business, with 15 hours occurring during securities trading hours.
Employment History
Current Registrations
American Investors CO
American Investors CompanyBroker
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.