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Scott Strasser

10 Years of Experience
New York, NY

Scott Strasser is a registered investment advisor at Perennial, based in New York, NY, with 10 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, High Net Worth, Investment Management, and 2 more. Their firm serves 123 clients with $760M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
123 clients
Average Client Portfolio
$6.2M average
Assets Under Management
$761.9M

Fee Structure

Investment management only (planning not offered)

Perennial Advisors typically charges one annual fee based on a percentage of the value of your portfolio. The standard annual fee is 1.0%, but it may vary depending on the nature, circumstances, and amount of your investments. Perennial may also require a minimum annual fee if your investments do not meet a minimum threshold.

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Location

1350 Avenue of the Americas, Suite 1920, New York, NY, 10019

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Perennial
January 2016 - Present · 10 yrs 4 mos
State Registrations2 states
MANY
Advisor

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
No exam information available for this advisor.