Scott Verlangieri
Scott Verlangieri is a registered investment advisor at Private Client Services, LLC, based in Leland, NC, with 22 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Leland, NC
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Regulatory History (1)
Customer Dispute
January 2025Other Business ActivitiesSells Insurance
Scott is an Investment Adviser Rep and CFO for FFG Partners, LLC, taking up nearly full-time. He also sells non-variable insurance, works as a Registered Representative, is a partner in a real estate venture, and does real estate consulting.
Employment History
Current Registrations
Private Client Services, LLCBroker
Fiori Financial Group
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Independent Financial Partners
LPL Financial LLCBroker
Lincoln Financial Securities Corporation
Lincoln Financial Securities CorporationBroker
Tradestation Securities, INC.Broker
TD Waterhouse Investor Services, INC.Broker
Andover Brokerage, L.L.C.Broker
State Registrations10 states
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