Adam Scott
Adam Scott is a CFP-designated registered investment advisor at Wellacre Global Wealth Advisors, based in Santa Monica, CA, with 16 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 93 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellacre Wealth charges a percentage of your portfolio each year, up to a maximum of 1.75%. The exact fee will be in your advisory agreement and depends on the amount you invest and the complexity of your situation. This fee is deducted from your account quarterly.
Location
520 Broadway, Suite 200, Santa Monica, CA, 90401
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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
Adam owns rental real estate and operates Westside Investment Management as a DBA and Registered Investment Advisor. He also engages in non-variable insurance activities, dedicating minimal time to each of these endeavors.
Employment History
Current Registrations
Wellacre Global Wealth Advisors
Previous Registrations
Westside Investment Management, INC.
LPL Financial Corporation
LPL Financial LLCBroker
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.