Scott Ferguson is a registered investment advisor at Financial Concepts, based in Columbus, MS, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,537 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial Concepts charges an annual fee for investment management services, ranging from 0.5% to 1% of the value of your portfolio. A minimum of $25,000 is required to use this service, but this may be negotiable. The fee is calculated quarterly based on the average daily value of your investments.
Location
2980 North Frontage Road, Columbus, MS, 39701
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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.
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Scott is the Board President of United Way of Lowndes County and a Financial Advisor for Giraffes Inc and Giraffes Inc DBA Financial Concepts, spending full-time hours on the latter two. Scott is also a member of 8692 Holdings, LLC, a real estate rental property, spending minimal time on this activity.
Employment History
Current Registrations
Financial Concepts
Previous Registrations
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Girard Securities, INC.Broker
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.