Michael Scott is a CFA-designated registered investment advisor at Core Wealth Advisors, INC., based in Lakeland, FL, with 11 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 586 clients with $700M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Standard annual fee of 1.50% of assets under management. Fees may be negotiated or exceptions made at the firm's discretion.
Fee Estimator
Location
124 South Florida Avenue, 4th Floor, Lakeland, FL, 33801
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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.
Learn about disclosures →Other Business Activities
Michael is the Director of Retirement Planning at Candor Path Financial, an investment/financial planning firm. This activity takes nearly full-time.
Employment History
Current Registrations
Core Wealth Advisors, INC.
Previous Registrations
J. W. Cole Advisors, INC.
Cps Investment Advisors
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.
Exams
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