Shaughn Scott is a CFP-designated registered investment advisor at Scott Capital Advisors, LLC, based in Portland, OR, with 18 years of industry experience. Shaughn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 412 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Scott Capital Advisors offers two investment management services:
- Asset Management: The maximum annual fee is 1.25% of your portfolio, billed quarterly in advance. Fees are negotiable.
- Comprehensive Portfolio Management: The maximum annual fee is 1.50% of your portfolio, billed quarterly in advance. Fees are negotiable.
If Scott Capital Advisors uses a separate account manager on the Fidelity platform, the total fee will not exceed 1.50% for Asset Management and 1.75% for Comprehensive Portfolio Management.
Location
707 SW Washington Street, Suite 810, Portland, OR, 97205
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Scott Capital Advisors, LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations1 state
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