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Scott Blando

10 Years of Experience
Butte, MT
1 DisclosureBroker

Scott Blando is a registered investment advisor at Edward Jones, based in Butte, MT, 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, Retirement Planning, Tax Planning. Their firm serves 3,743,795 clients with $820B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22714 advisors
IM Fee
Planning only
Assets Under Management
$825.0B

Fee Structure

Minimum Investment:$250K

Edward Jones offers an Ongoing Financial Planning Service for a maximum fee of $3,600 per year. This includes a financial plan and periodic updates, generally at least once per year, based on consultations with your financial advisor. You can discuss and revise your plan as needed. The fee may be paid in quarterly installments. To be eligible, you must have at least $250,000 enrolled in one or more Edward Jones Advisory Programs.

Edward Jones offers a Point in Time Financial Planning Service for which they do not currently charge a separate fee, but reserve the right to do so in the future. This service includes consultations with your financial advisor who will analyze your situation and provide a personalized financial plan.

Annual Retainer:Up to $3,600/year
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Location

270 E Park St Suite B, Butte, MT, 59701-0000

Get directions

History

Regulatory History (1)
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Customer Dispute
March 2020
Award / Judgment
Other Business Activities

Scott is a volunteer firefighter and treasurer for the Big Butte Volunteer Fire Department, and a board member/vice president for the Butte Rescue Mission. These activities require minimal time and are not investment-related.

Employment History
Current Registrations
Edward Jones
February 2017 - Present · 9 yrs 3 mos
Edward JonesBroker
February 2017 - Present · 9 yrs 3 mos
Previous Registrations
Morgan Stanley
February 2016 - January 2017 · 11 mos
Morgan StanleyBroker
January 2016 - January 2017 · 1 yr
State Registrations21 states
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AdvisorBrokerBoth

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.