Scott Test is a registered investment advisor at Vicus Capital, INC., based in White Plains, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,005 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Vicus Capital charges a percentage of your portfolio's value each year for investment management. The exact percentage depends on the specific strategy you choose. The fee is calculated at the beginning of each month based on the value of your account on the last day of the previous month. The fee is deducted from your account. The Investment Management Fee and IAR fee should not exceed 2.5% of the account’s net asset value.
Location
50 Main Street, Suite 1000, #1013, White Plains, NY, 10606
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Scott works as an investment advisory representative and admin assistant for Vicus Capital, and also performs administrative work for Defrate & Paavola, dedicating full-time hours to each. Additionally, Scott is the Vice President of Planning for Defrate & Paavola LLC DBA/ALTA Wealth Partner and an assistant soccer coach, dedicating minimal time to coaching.
Employment History
Current Registrations
Vicus Capital, INC.
Previous Registrations
Cetera Wealth Services, LLCBroker
Edward Jones
Edward JonesBroker
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.