Martin Scott is a CFP-designated registered investment advisor at Zynergy Retirement Planning, based in Red Bank, NJ, with 12 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 172 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.30% |
Schedule reflects the Private Office Service tier. The Core Service tier charges a flat 1.00% up to infinity with a $10,000 minimum. Private Office Service has a $30,000 minimum annual fee.
Fee Estimator
Contact
Martin Scott
Location
10 Nj-35, Red Bank, NJ, 07701
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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 →Employment History
Current Registrations
Zynergy Retirement Planning
Lasting Wealth Principles, LLC
Previous Registrations
The Genwealth Group, INC.
Purshe Kaplan Sterling InvestmentsBroker
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
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.
Exams
Additional Information
I have a passion for helping others become more knowledgeable about money. My belief is that every individual person has a unique perspective on money and financial journey. It is my purpose in life to help my clients become more informed about money, which ultimately provides them the opportunity to make better financial decisions that align with their specific goals.
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