Nancy Scott
Nancy Scott is a CFP-designated registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 19 years of industry experience. Nancy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The maximum asset management fee is 2.25%, and all fees are negotiable.
Fee Estimator
Location
370 Main Street, Suite 1000, Worcester, MA, 01608
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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
Nancy sells fixed insurance through Bartholomew and Company as Agent, Inc., at the branch location. This activity is investment-related.
Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
Commonwealth Financial Network
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations22 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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