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Gina Scott

20 Years of Experience
Cincinnati, OH
Broker

Gina Scott is a registered investment advisor at Fifth Third Securities, INC., based in Cincinnati, OH, with 20 years of industry experience. Gina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
918 advisors
Number of Clients
43,031 clients
Average Client Portfolio
$212K average
Assets Under Management
$9.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.35%
$500K - $750K1.25%
$750K - $1.0M1.10%
$1.0M - $2.0M1.00%
$2M+0.80%

Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.

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

9477 Kenwood Rd., Suite 210, Cincinnati, OH, 45242

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Gina provides birth doula services through Great Expectations Birth Doula Services, dedicating a few hours per week to attending births and providing support to expectant mothers. This activity is not investment-related.

Employment History
Current Registrations
Fifth Third Securities, INC.
June 2007 - Present · 18 yrs 11 mos
Fifth Third Securities, INC.
September 2005 - Present · 20 yrs 8 mos
Fifth Third Securities, INC.Broker
September 2005 - Present · 20 yrs 8 mos
State Registrations32 states
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AdvisorBrokerBoth

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.
Gina Scott - Financial Advisor | TrueAdvisor