Scott Faley is a registered investment advisor at Inaltis Capital Management, LLC, based in Chevy Chase, MD, 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 Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 28 clients with $38M 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 $2.5M | 1.50% |
| $2.5M - $5.0M | 1.45% |
| $5.0M - $7.5M | 1.39% |
| $7.5M - $10.0M | 1.32% |
| $10M+ | 1.24% |
Fees are non-negotiable unless warranted by certain circumstances.
Fee Estimator
Location
Chevy Chase, MD
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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.
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Scott provides online coverage for stocks in the Income Investor newsletter for The Motley Fool, LLC, dedicating a few hours per week. He also works as an administrative assistant for his law firm, R Scott Faley, PC, dedicating a few hours per week.
Employment History
Current Registrations
Inaltis Capital Management, LLC
State Registrations2 states
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.