Scott Heather
Scott Heather is a registered investment advisor at Royal Fund Management, LLC, based in Canton, OH, with 13 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 4,966 clients with $1.6B 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 $100K | 2.00% |
| $100K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Options strategy has a separate fee schedule ranging from 1.50% to 2.00%. Dividend enhancement overlay strategy adds 0.25%. Fees are negotiable.
Fee Estimator
Location
4450 Belden Village St NW, Suite 206, Canton, OH, 44718
Get directionsHistory
Regulatory History (3)
Judgment / Lien
June 2001Judgment / Lien
September 2000Judgment / Lien
April 1997Other Business ActivitiesSells Insurance
Scott is an insurance agent, spending about 10-20% of his time in this role. He also works as a tax preparer with Shaker Business Services, dedicating about a quarter of his time depending on the time of year, and spends minimal time on pre-paid legal services, sending out cards, and CCM.
Employment History
Current Registrations
Royal Fund Management, LLC
Previous Registrations
American Elite Retirement
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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