Scott Macdonald
Scott Macdonald is a registered investment advisor at UBS Financial Services INC., based in Phoenix, AZ, with 18 years of industry experience. Scott is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
2575 East Camelback Rd Suite 900, Phoenix, AZ, 85016
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2014Other Business Activities
Scott is a board member for The V Foundation for Cancer Research, helping to raise funds for cancer research. He is also a board member for Catholic Charities, assisting with fundraising for the organization.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations40 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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