Scott Fischer is a registered investment advisor at Enza Financial, LLC, based in Independence, OH, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 198 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Enza Financial's fee for managing your investments is a percentage of the value of your portfolio, billed quarterly. The specific fee is negotiable and outlined in your client service agreement. The annual fee schedule is:
- First $1,000,000: up to 1.50%
- $1,000,001 to $3,000,000: up to 1.25%
- $3,000,001 to $5,000,000: up to 1.00%
- $5,000,001 to $10,000,000: up to 0.75%
- Over $10,000,001: up to 0.50%
If Enza Financial uses a third-party manager, you will incur an additional fee up to 1% of the assets managed by the third-party manager.
Location
6450 Rockside Woods Blvd S, Suite 150, Independence, OH, 44131
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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 Activities
Scott is a member of the Tudor House Advisory Council, spending minimal time on promotion, ticket sales, donations, and maintenance. He is also a Senior Investment Consultant and Principal at Enza Financial and Enza Financial RIA, respectively, dedicating full-time hours to these investment-related roles.
Employment History
Current Registrations
Enza Financial, LLC
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
Gwn Securities INC.
Gwn Securities INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Valmark Advisers, INC.
Valmark Securities, INC.Broker
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.