Scott Nabb
Scott Nabb is a CFP-designated registered investment advisor at Blue Sky Capital Consultants Group, INC., based in Poway, CA, with 11 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 506 clients with $310M 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 $1000K | 1.00% |
| $1.0M - $2.0M | 0.89% |
| $2.0M - $5.0M | 0.77% |
| $5M+ | 0.64% |
Fees are negotiable depending on individual client circumstances. Account values of family members living in the same household may be combined to determine the applicable advisory fee.
Fee Estimator
Location
14259 Danielson St., Poway, CA, 92064
Get directionsHistory
Regulatory History (1)
Criminal
January 1995Other Business Activities
Scott is a Registered Representative/Admin at Independent Financial Group and an employee at Blue Sky Capital Consultants Group as a Lead Planner/Client Services Manager. The latter position takes nearly full-time hours.
Employment History
Current Registrations
Blue Sky Capital Consultants Group, INC.
Independent Financial Group, LLCBroker
Previous Registrations
Capital Financial Consultants Group, INC.
Independent Financial Group, 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.