Scott Roberts
Scott Roberts is a registered investment advisor at Vergepointe Wealth Management, LLC, based in Lake Oswego, OR, with 22 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, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 111 clients with $280M 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 | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $7.5M | 0.75% |
| $7.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
15400 Boones Ferry Rd., Suite 201, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History (3)
Customer Dispute
April 2012Customer Dispute
April 2012Customer Dispute
September 2010Other Business Activities
Scott is a managing director at Vergepointe Transactions, LLC, a general partner for Vergepointe Capital, LLC, and a member of SMC Building LLC and Fifteen 400, LLC. He also serves on the board of directors for multiple companies and on the council board for East Hill Church.
Employment History
Current Registrations
Vergepointe Wealth Management, LLC
Previous Registrations
Kms Financial Services, INC
Veravest Investment Advisors, INC.
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.