Scott Browning
Scott Browning is a registered investment advisor at Browning Capital Management LLC, based in Sisters, OR, with 13 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 36 clients with $42M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Browning Capital Management offers asset management services where they manage your investments to meet your goals. The annual fee ranges from 0.50% to 1.50% of the value of your portfolio, billed quarterly. The final fee is negotiable and will be disclosed in your agreement. You may also pay additional fees to a third-party money manager if you select one.
Location
Sisters, OR
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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 ActivitiesSells Insurance
Scott is a licensed attorney and CPA in California, though he dedicates minimal time to these activities. He may recommend and sell insurance products as an independent agent, dedicating about 10% of his time to insurance services.
Employment History
Current Registrations
Browning Capital Management LLC
Previous Registrations
Partnervest Advisory Services LLC
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.