Scott Williams is a registered investment advisor at Palogic Value Management, L.P., based in Dallas, TX, with 7 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 60 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Palogic Value Management manages investments through a wrap fee program. The fee for this program is a percentage of the value of your investments and includes both advisory services and the execution of trades. This fee is negotiable and charged quarterly in advance. If you end the agreement mid-quarter, you'll receive a refund for the unused portion of the fee. Your portfolio may be invested in third-party money market funds, mutual funds, or exchange-traded funds, which have their own separate fees.
Location
8333 Douglas Avenue, Suite 775, Dallas, TX, 75225
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 Activities
Scott is a director at Renaissance Oil and Gas.
Employment History
Current Registrations
Palogic Value Management, L.P.
Previous Registrations
Palogic Value Management, L.P.
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.