Scott Mcclatchey
Scott Mcclatchey is a CFP-designated registered investment advisor at Ballast Rock Private Wealth, based in Carlsbad, CA, with 19 years of industry experience. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 251 clients with $410M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable. Older clients may have a different fee schedule.
Fee Estimator
Location
Carlsbad, CA
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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 ActivitiesSells Insurance
Scott is a Senior Wealth Advisor at Ballast Rock Private Wealth, where he is a licensed independent life and health insurance agent, dedicating minimal time to this activity. He is also the President of North Coast Business Group, a networking group, spending a few hours per week on this role.
Employment History
Current Registrations
Ballast Rock Private Wealth
Previous Registrations
Wwm Financial
LPL Financial LLC
LPL Financial LLCBroker
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations3 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.