Scott Melbrod is a registered investment advisor at Taxable Wealth, based in San Diego, CA, 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 Business Owners, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 43 clients with $85M 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 $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
13520 Evening Creek Dr. North, Suite 130, San Diego, CA, 92128
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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 →Other Business Activities
Scott is a managing partner at Accumulation Wealth Partners and Taxable Wealth, both RIAs, and a managing member at SH Partners, LLC, a real estate management company. He spends a few hours per week on real estate management and a minimal amount of time on the RIAs.
Employment History
Current Registrations
Taxable Wealth
M Wealth Management, LLC
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
State Registrations3 states
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