Scott Gurr is a PFS-designated registered investment advisor at Compound Family Offices, LLC, based in Sarasota, FL, with 23 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 138 clients with $480M 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 $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $30.0M | 0.70% |
| $30.0M - $80.0M | 0.50% |
| $80M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Location
2033 Main Street, Suite 202, Sarasota, FL, 34237
Get directionsHistory
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 →Employment History
Current Registrations
Compound Family Offices, LLC
Previous Registrations
Genspring Family Offices, LLC
Deloitte & Touche Investment Advisors LLC
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.