SA
SA

Scott Albright

20 Years of Experience
Reno, NV
Sells Insurance

Scott Albright is a registered investment advisor at Trident Capital Advisors, LLC, based in Reno, NV, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $45M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
43 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$45.5M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $7.0M0.70%
$7.0M - $10.0M0.55%
$10M+0.40%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3650 Mayberry Drive, Suite 101-5, Reno, NV, 89509

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Scott is involved in a family business, Wristripper Inc., since 2001, dedicating minimal time. Scott is also an insurance agent since 2015, selling various insurance products, dedicating a few hours per week.

Employment History
Current Registrations
Trident Capital Advisors, LLC
November 2019 - Present · 6 yrs 6 mos
Previous Registrations
LPL Financial LLC
March 2015 - December 2019 · 4 yrs 9 mos
LPL Financial LLCBroker
March 2015 - December 2019 · 4 yrs 9 mos
Zions Direct, INC.Broker
March 2014 - March 2015 · 1 yr
Zions Capital Advisors, INC.
June 2011 - March 2015 · 3 yrs 9 mos
Dunham & Associates Investment Counsel, INC.
March 2009 - September 2010 · 1 yr 6 mos
Adagio Capital Management, LLC
February 2005 - June 2009 · 4 yrs 4 mos
State Registrations1 state
NV
Advisor

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
No exam information available for this advisor.