Scott Caskey
Scott Caskey is a CFP-designated registered investment advisor at Summit Investment Advisory Services, based in Roseville, MN, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 1,075 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The fee is negotiable based on a number of different factors to include, but not limited to: total account value(s), complexity of planning and services, investment allocation of the account, customer loyalty (longtime client), and personal relationship (family member or friend).
Fee Estimator
Location
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
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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 operates his LPL business under the DBA Summit Investment Advisors and provides investment advisory services through Summit Invesment Advisory Services, where he is a Wealth Advisor and Partner. He also has a business entity, Summit Advisors, Inc., for tax/investment purposes only, and dedicates about half of his time to Summit Invesment Advisory Services.
Employment History
Current Registrations
Summit Investment Advisory Services
LPL Financial LLCBroker
Previous Registrations
AXA Advisors, LLCBroker
State Registrations15 states
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