Scott Anderson
Scott Anderson is a registered investment advisor at Vantalith Wealth, based in Colorado Springs, CO, with 14 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable at the firm's discretion.
Fee Estimator
Location
Colorado Springs, CO
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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
Scott works as a financial advisor at Altus Wealth Group, dedicating full-time hours to financial planning and client service. He also works as an agent for PKS Financial selling fixed/traditional insurance products, taking about a quarter of his time, and as a broker of record for Lincoln Financial Group selling group disability insurance, dedicating a few hours per week.
Employment History
Current Registrations
Vantalith Wealth
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Altus Wealth Group, LLC
Morgan StanleyBroker
Morgan Stanley
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
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.
Exams
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