Scott Clements is a registered investment advisor at Cavu Wealth Management, based in Lakeside, CA, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 367 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.5M | 0.75% |
| $2.5M+ | 0.50% |
Fees are blended. CAVU Wealth Management also offers a flat fee schedule of 1.50% per year.
Fee Estimator
Location
10001 Maine Ave, Lakeside, CA, 92040
Get directionsHistory
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 Activities
Scott owns "It's A Wrap Video", filming high school sports and creating videos for athletes since 2010. This takes about 10-20% of his time.
Employment History
Current Registrations
Cavu Wealth Management
Previous Registrations
Hayes Investment Management
Wells Fargo Advisors, LLC
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.