Scott Hawley is a registered investment advisor at 3d Advisor Group, INC., based in Littleton, MA, 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 Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 102 clients with $190M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees are negotiable at the sole discretion of 3D Advisor Group. Rates for accounts over $10,000,000 are negotiable.
Fee Estimator
Location
Littleton, MA
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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
Scott works as a part-time golf instructor in Shrewsbury, MA since 2015. This takes about 10-20% of his time and does not occur during securities trading hours.
Employment History
Current Registrations
3d Advisor Group, INC.
Previous Registrations
Freedom Investment Management, INC.
3d/l Capital Management, LLC
3d Asset Management, INC.
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.
Exams
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