SB
SB

Scott Braser

15 Years of Experience
Broker

Scott Braser is a registered investment advisor at Oberweis Asset Management INC, based in Lisle, IL, 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 Investment Management. Their firm serves 108 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
7 advisors
Number of Clients
108 clients
Average Client Portfolio
$36.5M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.75%
$500K - $1.0M1.50%
$1.0M - $5.0M1.25%
$5M+1.00%

A discounted fee schedule may be negotiated for the fixed income portion of an account.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3333 Warrenville Road, Suite 500, Lisle, IL, 60532

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Oberweis Asset Management INC
June 2017 - Present · 8 yrs 10 mos
Oberweis Securities, INC.Broker
January 2011 - Present · 15 yrs 3 mos
State Registrations3 states
FLILKY
AdvisorBrokerBoth

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
No exam information available for this advisor.