Marcus Scott is a CFA, CFP-designated registered investment advisor at Tributary Capital Management, LLC, based in Kansas City, MO, with 3 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 271 clients with $1.9B 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 | 0.80% |
| $10.0M - $25.0M | 0.75% |
| $25.0M - $50.0M | 0.70% |
| $50M+ | 0.65% |
Rates shown are for Small, Small/Mid, All Cap, and Individually Managed strategies. Large Cap, Multi Cap, and Equity Income strategies have a separate tiered schedule starting at 0.65% for the first $10 million. Advisory fees may be negotiable based on specific account characteristics.
Fee Estimator
Location
1 Ward Parkway, Kansas City, MO, 64112
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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 →Employment History
Current Registrations
Tributary Capital Management, LLC
Previous Registrations
Tower Wealth Managers
State Registrations2 states
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.
Exams
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