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Scott Foreman

Capital Management Associates INC
25 Years of Experience
Minneapolis, MN
BrokerSells Insurance
View SEC Summary
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Scott Foreman is a registered investment advisor at Capital Management Associates INC, based in Minneapolis, MN, with 25 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 932 clients with $1.9B in assets under management.

Capital Management Associates INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
932 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$1.9B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees generally range from 0.10% to 2.00% of assets under management, and/or a fixed fee ranging from $250 to $10,000. Fees are negotiable based on client complexity and account size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

7900 Xerxes Ave. S, Ste 500, Minneapolis, MN, 55431-1120

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott spends minimal time on insurance sales and as secretary for the Hispanic Republican Assembly of MN. Neither activity is investment-related.

Employment History
Current Registrations
Capital Management Associates INC
August 2016 - Present · 10 yrs 2 mos
Capital Management Securities, INC.Broker
August 2016 - Present · 10 yrs 2 mos
Previous Registrations
Vsr Advisory Services
January 2014 - July 2016 · 2 yrs 6 mos
Vsr Financial Services, INC.Broker
May 2001 - July 2016 · 15 yrs 2 mos
State Registrations4 states
CACOIAMN
AdvisorBrokerBoth

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
No exam information available for this advisor.
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