Scott Altschul is a registered investment advisor at Conexus Capital Management, LLC, based in Parker, CO, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 26 clients with $61M 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 $1.0M | 2.00% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.65% |
Fees may be negotiable. Firm also offers fixed annual fees ranging from $20,000 to $100,000.
Fee Estimator
Location
10940 S. Parker Road #702, Parker, CO, 80134
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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 the managing member of Old School Wealth Management, a bookkeeping entity for ownership of Conexus Capital Management, LLC. He spends minimal time on this activity.
Employment History
Current Registrations
Conexus Capital Management, LLC
Previous Registrations
UBS Financial Services INC.
Merrill Lynch Pierce Fenner & Smith INC.
Northern Trust Securities, INC
State Registrations2 states
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