Scott Neu is a CFA-designated registered investment advisor at Sage Mountain Advisors, LLC, based in Atlanta, GA, 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 Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 177 clients with $3.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sage Mountain offers wealth management services for a quarterly fee based on the average daily balance of assets managed or advised upon. The annual fee ranges from 0.20% to 1.25% depending on the size and complexity of the portfolio and the services rendered. Clients who do not meet the asset minimum may agree to a minimum annual fee of $100,000, billed quarterly. Sage Mountain may negotiate a higher base fee plus an asset-based fee of 0.05% for complex relationships, generally ranging from $100,000 to $750,000 per year, billed quarterly.
Location
945 East Paces Ferry Road NE, Suite 2660, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
August 2018Other Business Activities
Scott is a board member and investment committee member for the University of Wyoming Foundation and the McMurry Foundation, dedicating minimal time to each. He also serves as a professional trustee and board member for NERD Fiduciary Management, LLC, spending minimal time on this activity as well.
Employment History
Current Registrations
Sage Mountain Advisors, LLC
Previous Registrations
Goldman Sachs & CO. 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.