Scott Mccarthy is a CFP-designated registered investment advisor at Cambridge Advisors, LLC, based in Williamsville, NY, with 5 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 5 more. Their firm serves 61 clients with $47M 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 $500K | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.70% |
| $2M+ | 0.50% |
Fees may be negotiated at management discretion. Accounts using third-party strategists or platforms like Orion or Envestnet may incur additional management or custodial fees.
Fee Estimator
Location
6225 Sheridan Drive Suite 102, Williamsville, NY, 14221-5806
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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 employed as a tax advisor and Senior Consultant at Cambridge Consulting, Inc. He also manages investments and serves as a trustee for several LLCs and family trusts.
Employment History
Current Registrations
Cambridge Advisors, 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
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