Scott Smith
Scott Smith is a registered investment advisor at Golden State Wealth Management, LLC, based in Powell, WY, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
254 E 2nd Street, Suite 2, Powell, WY, 82435
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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 operates Renaissance Wealth Management as a DBA for his LPL business, dedicating nearly all of his time to it. He also provides investment advisory services through Golden State Wealth Management, LLC, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
Independent Financial Partners
Nrp Advisors, INC.
Nrp Financial, INC.Broker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations8 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.