Scott Sturgeon is a CFP-designated registered investment advisor at Oread Wealth Partners, based in Leawood, KS, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 21 clients with $17M 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 $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fees are negotiable. Minimum annual fee for combined service is $7,000.
Fee Estimator
Contact
Scott Sturgeon
Location
Leawood, KS
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is the owner of Oread Wealth Partners, a registered investment advisor, since November 2021. This takes nearly full-time, occupying 150 hours per month.
Employment History
Current Registrations
Oread Wealth Partners
Previous Registrations
Origin Investment Advisory LLC
Hightower Advisors, LLC
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.
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