Scott Minnig is a registered investment advisor at Capital Investment Services, LLC, based in Lynnwood, WA, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 45 clients with $100M 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 $100K | 0.60% |
| $100K - $500K | 0.60% |
| $500K - $3.0M | 0.50% |
| $3M+ | 0.40% |
The minimum annual fee is $250 and is negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
3500 188th St SW Ste 322, Lynnwood, WA, 98037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Capital Investment Services, LLC
State Registrations1 state
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