Scott Bacon
Scott Bacon is a CFP-designated registered investment advisor at Charter Wealth Management, based in Raleigh, NC, 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 Divorce Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 119 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Charter Wealth Management provides investment management through third-party investment managers. The firm assesses an annualized asset-based fee up to 1.50% for accounts where Charter Wealth Management provides its investment supervisory services. Fees are calculated based on the value of the account and billed quarterly. For third-party investment management programs, fees generally range from 0.25% to 2.00%, depending on the program, manager, account size, and services provided. Charter Wealth Management's fees are separate from the third-party manager fees.
Location
8601 Six Forks Road, Suite 400, Raleigh, NC, 27615
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 ActivitiesSells Insurance
Scott is a Vice President at Compass Surgical Partners, LLC, a healthcare consulting firm, dedicating nearly all of his time to this role. He is also an independent licensed insurance agent, spending about 10% or less of his time on this activity.
Employment History
Current Registrations
Charter Wealth Management
Previous Registrations
Suntrust Investment Services, INC.
Suntrust Investment Services, 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.