Scott Houston is a registered investment advisor at Enterprise Wealth Partners, LLC, based in Tallapoosa, GA, with 20 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Enterprise Wealth Partners charges a percentage of your portfolio each year for investment management services. This fee is typically billed quarterly, in advance, and is negotiable, ranging from 0.75% to 2.00% annually. The minimum annual fee per account (or household) is $2,000, but this may be lowered or waived at Enterprise's discretion.
Location
155 Head Ave., Suite A, Tallapoosa, GA, 30176
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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.
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Scott is a member/manager of several LLCs, including Heartland Holdings, Coleman Properties, Enterprise Construction & Development, Enterprise Financial Partners, and Enterprise Administrative Services. These activities involve real estate development, commercial rentals, construction, commercial loans, financial consulting, and administrative services; taking about 10-20% of Scott's time.
Employment History
Current Registrations
Enterprise Wealth Partners, LLC
Previous Registrations
Enterprise Wealth Partners, LLC
Midsouth Capital, INC.
Merrill Lynch Pierce Fenner & Smith INC.
State Registrations1 state
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.