Scott Mccaghren
Scott Mccaghren is a registered investment advisor at Safe Harbor Fiduciary, LLC, based in Pensacola, FL, with 12 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 318 clients with $130M 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 | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.50% |
| $3M+ | 1.25% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
700 South Palafox Street, Suite 300, Pensacola, FL, 32502
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 is an insurance agent providing insurance products sales and services through Safe Harbor Tax Advisory, LLC, dedicating about half of his time to this activity. He is also a Managing Member/CCO of Coastal Equity Management, LLC, providing sub-advisory services to registered ETFs, spending approximately 30-60 hours per month.
Employment History
Current Registrations
Safe Harbor Fiduciary, LLC
Previous Registrations
Clearpoint Capital Management LLC
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.