Scott Storey is a registered investment advisor at 3chopt Investment Partners LLC, based in Richmond, VA, with 21 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, High Net Worth, Investment Management, and 2 more. Their firm serves 201 clients with $740M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.65% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.45% |
| $100M+ | 0.40% |
Fee rates can vary by account size. For investments in private funds or companies, 3Chopt charges an additional $250 per investment annually for administrative services.
Fee Estimator
Location
1801 Libbie Avenue; Suite 106, Richmond, VA, 23226
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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 shareholder and board member of Medivisuals Holdco, a holding company, and provides opinions on business matters, dedicating minimal time. He also provides business management services to Zero II One, taking minimal time.
Employment History
Current Registrations
3chopt Investment Partners LLC
Previous Registrations
Ba Securities, LLCBroker
Bb&t Securities, LLCBroker
Scott & Stringfellow, LLCBroker
Cary Street Partners LLCBroker
State Registrations1 state
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.