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Corey Scott

Purewater Capital, LLC
19 Years of Experience
Fort Worth, TX
Sells Insurance
View SEC Summary
View SEC Summary

Corey Scott is a registered investment advisor at Purewater Capital, LLC, based in Fort Worth, TX, with 19 years of industry experience. Corey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 237 clients with $150M in assets under management.

Purewater Capital, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
237 clients
Average Client Portfolio
$631K average
Assets Under Management
$149.5M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiable and charged up to 2.00% annually based on total assets under management.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

2625 Whitmore St., Unit 121, Fort Worth, TX, 76107

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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 ActivitiesSells Insurance

Corey is an advisory board member for the non-profit organization Lena Pope, dedicating minimal time to it. Corey is also an insurance agent for Purewater Risk Management LLC, spending a few hours per week selling insurance products.

Employment History
Current Registrations
Purewater Capital, LLC
August 2019 - Present · 7 yrs 2 mos
Previous Registrations
The Pacific Group
September 2018 - October 2019 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2012 - September 2018 · 6 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - September 2018 · 6 yrs 7 mos
AXA Advisors, LLCBroker
July 2007 - March 2012 · 4 yrs 8 mos
AXA Advisors, LLC
July 2007 - March 2012 · 4 yrs 8 mos
State Registrations3 states
FLNETX
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.
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