Scott Ungar
Scott Ungar is a registered investment advisor at Blackdiamond Wealth Management, LLC, based in New York, NY, with 13 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 328 clients with $320M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
BlackDiamond's investment management fee is based on the average daily balance of your portfolio and is charged monthly. The fee can be up to 1.25% per year, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable. BlackDiamond may recommend unaffiliated investment managers, but the total fee will not exceed 2.00% annually.
Location
31 Hudson Yards, Floor 10, Suite 55, New York, NY, 10001
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Regulatory History (1)
Regulatory
December 2013Other Business ActivitiesSells Insurance
Scott is a licensed independent insurance agent selling insurance. The filing does not specify the time commitment.
Employment History
Current Registrations
Blackdiamond Wealth Management, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations1 state
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.