Scott Schatzle is a CFP-designated registered investment advisor at Mutual Trust Advisory Group, based in Estero, FL, with 18 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 176 clients with $170M 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 $1.0M | 0.95% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Schedule applies to wealth management services. Standalone investment management services are charged up to 1.75%. Fees are negotiable.
Fee Estimator
Location
23190 Fashion Drive, Suite P203, Estero, FL, 33928
Get directionsHistory
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 involved with 23190 Fashion Drive, LLC, a real estate holding company. He spends minimal time on this activity.
Employment History
Current Registrations
Mutual Trust Advisory Group
Previous Registrations
Dynamic Wealth Advisors
Uhler and Vertich Financial Planners
Fac Wealth Management, 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.
Exams
More Advisors
- Ryan Rocuant, CFPMutual Trust Advisory Group
- Wilfred Brockman, CFP
- Mark Winland, CFPFocus Partners Wealth, LLC
- Wesley Pruitt, CFPPruitt Richmond Wealth Management LLC
- Mark Brown, CFPM.brown Financial Advisors
- Leo Renner, CFPMeritum Wealth Management LLC