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Scott Link

19 Years of Experience
Minneapolis, MN

Scott Link is a registered investment advisor at Disciplined Growth Investors INC, based in Minneapolis, MN, 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. Their firm serves 135 clients with $5.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
135 clients
Average Client Portfolio
$42.6M average
Assets Under Management
$5.8B

Fee Structure

Minimum Investment:$5M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $25.0M0.75%
$25M+0.75%

This fee schedule applies to Mid Cap Growth Equity. Fees are negotiable over $25,000,000. Small Cap Growth Equity charges 1.00% on the first $10,000,000, 0.75% on the next $15,000,000, and negotiable fees over $25,000,000. Balanced Growth charges 1.00% on the first $25,000,000 and negotiable fees over $25,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

150 South Fifth Street, Suite 2550, Minneapolis, MN, 55402-1227

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Scott works as a portfolio manager for Disciplined Growth Investors Inc. This activity is investment-related and takes nearly full-time hours.

Employment History
Current Registrations
Disciplined Growth Investors INC
April 2006 - Present · 20 yrs 1 mo
Previous Registrations
Alps Distributors, INC.Broker
August 2014 - December 2019 · 5 yrs 4 mos
State Registrations1 state
TX
Advisor

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
No exam information available for this advisor.
Scott Link - Financial Advisor | TrueAdvisor