Scott Moller is a registered investment advisor at Heritage Capital Advisors, LLC, based in St Paul, MN, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 43 clients with $88M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Heritage Capital Advisors' fee is a percentage of the assets they manage for you, typically between 0.75% and 1.00% annually. The exact percentage is negotiated individually. The fee is calculated based on the value of your investments at the beginning of each year and is paid quarterly. If you end the relationship before the end of a quarter, the fee will be adjusted accordingly.
Location
3900 Northwoods Drive, Suite 315, St Paul, MN, 55112
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is a 33% owner and managing partner of Moller, Lee & Barrett, PLLC, a CPA firm, dedicating about half of his time. He also fully controls Heritage Ventures, LLC, a holding company providing management services to companies involved in equipment leasing, beef cattle operations, land investments, and farmland investments, spending about 10-20% of his time on this.
Employment History
Current Registrations
Heritage Capital Advisors, LLC
State Registrations1 state
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