Scott Painter is a registered investment advisor at Lindus Advisors, INC., based in Dallas, TX, 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 27 clients with $11M 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 $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
LAI, in its sole discretion, may negotiate to charge a different management fee based upon certain criteria.
Fee Estimator
Location
12900 Preston Road, Suite 602, Dallas, TX, 75230-1329
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 ActivitiesSells Insurance
Scott works as a Mortgage Loan Originator with Click N' Close Mortgage, dedicating the majority of his professional time. He also works as a soccer referee, owns a bookkeeping service (Jasper Consulting), provides senior housing referrals, and is a licensed insurance agent, dedicating minimal time to the latter two activities.
Employment History
Current Registrations
Lindus Advisors, INC.
Previous Registrations
Northwestern Mutual Investment Services,llc
Lindus Advisors, INC.
State Registrations1 state
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