Scott Gorham
Scott Gorham is a ChFC-designated registered investment advisor at Gorham Wealth Management, LLC, based in Golden, CO, with 17 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, Insurance Planning, Investment Management, and 2 more. Their firm serves 17 clients with $12M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. This fee is in addition to fees charged by Envestnet, any other investment advisor, and the custodian.
Fee Estimator
Location
602 Park Point Drive, Suite 240, Golden, CO, 80401
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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
Scott works as an airline pilot for United Airlines, spending about half his time in this role. He also sells fixed insurance products, dedicating most of his remaining time to this activity.
Employment History
Current Registrations
Gorham Wealth Management, LLC
Previous Registrations
Brokers International Financial Services, LLC
Brokers International Financial Services, LLC
Redhawk Wealth Advisors, INC.
State Registrations2 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.