Scott Jones is a registered investment advisor at Isectors, LLC, based in Lake Forest, CA, with 19 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
iSectors, LLC charges licensing fees ranging from 0.15% to 0.50% to platform sponsors and advisors, not direct clients. Fees may be negotiable.
Fee Estimator
Location
Lake Forest, CA
Get directionsHistory
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
Isectors, LLC
Sumnicht & Associates, LLC
State Registrations2 states
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
More Advisors
- Samar Farhangi, CFPOcean Park Asset Management, LLC
- Jason Simard, CFPLPL Financial LLC
- Alberto Salas, CFAEndure Capital, LLC
- Douglas Jones, ChFC
- Adam Herzing, CFPEagle Strategies LLC
- Mark Burton, CFP, ChFCEagle Strategies LLC