Scott Stratton
Scott Stratton is a CFA, CFP-designated registered investment advisor at Good Life Wealth Management LLC, based in Hot Springs, AR, with 17 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 39 clients with $17M 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 $250K | Included |
| $250K+ | 1.00% |
Clients just getting started pay a fixed quarterly fee of $2,500. Once investments reach $250,000, the fee transitions to 1% annually.
Fee Estimator
Location
Hot Springs, AR
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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 an independent insurance agent since 2004, dedicating minimal time to this activity. He is also a freelance musician and author/speaker, each taking minimal time and not investment-related.
Employment History
Current Registrations
Good Life Wealth Management LLC
Previous Registrations
Stratford Consulting, LLC
Milkie/ferguson Investments, INC.
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.