Scott Weiss is a registered investment advisor at Weiss Financial Group LLC, based in Mahopac, NY, 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 Financial Planning & Coaching, Gen X, High Net Worth, Investment Management, and 1 more. Their firm serves 109 clients with $90M 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 $1000K | 1.50% |
| $1.0M - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 0.85% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. If a client uses WFG for financial planning, then the client may receive a discount on the investment service fees.
Fee Estimator
Contact
Scott Weiss
Location
704 Route 6, Mahopac, NY, 10541
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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 Activities
Scott is the managing member of Weiss Advisory Group. This activity is investment-related.
Employment History
Current Registrations
Weiss Financial Group LLC
Previous Registrations
Asset & Financial Planning, LTD
State Registrations3 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.
Exams
Additional Information
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