Patrick Scott
Patrick Scott is a registered investment advisor at Scott & Associates Investment Advisory Services, based in St. Helena, CA, with 26 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 98 clients with $63M 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 $100K | 1.25% |
| $100K - $250K | 1.10% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Location
340 Mccormick Street, Suite B, St. Helena, CA, 94574-1457
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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 →Other Business Activities
Patrick owns Scott & Associates CPA, a CPA firm providing accounting and tax preparation services. He dedicates a significant portion of his time (about half his time) during trading hours to this business.
Employment History
Current Registrations
Scott & Associates Investment Advisory Services
State Registrations1 state
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