Scott Huan is a registered investment advisor at Aumakua Capital Management LLC, based in Albany, OR, 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 High Net Worth, Investment Management. Their firm serves 10 clients with $7.1M 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 | 1.00% |
Also charges a 20% performance-based fee. Fees for non-discretionary account management are negotiable.
Fee Estimator
Location
Albany, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott is the Director of Market Analysis and Forecasting at Koninklijke Philips N.V., a multinational conglomerate specializing in consumer retail and medical devices, since May 2015. This role takes nearly full-time, with a significant portion of the work occurring during securities trading hours.
Employment History
Current Registrations
Aumakua Capital Management LLC
State Registrations2 states
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