Scott Rausch is a CFA-designated registered investment advisor at Bull & Bear Advisors LLC, based in Chicago, IL, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 37 clients with $25M 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 $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable. All clients engaging in investment management services must either engage in comprehensive financial planning or meet a $150,000 minimum of assets under management.
Fee Estimator
Location
Chicago, IL
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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
Scott is a salaried employee of Bull & Bear Fund. This activity is not investment-related.
Employment History
Current Registrations
Bull & Bear Advisors LLC
Previous Registrations
Bull & Bear Advisors LLC
Northwestern Mutual Investment Services, LLCBroker
Bernardi Asset Management, LLC
Bernardi Securities, INC.Broker
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.