Scott Sierens
Scott Sierens is a CFP-designated registered investment advisor at Sierens Financial Group, INC., based in Elgin, IL, 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, High Net Worth, Insurance Planning, Investment Management, and 2 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.65% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.20% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5.0M - $7.5M | 0.80% |
| $7.5M+ | 0.80% |
Fees for amounts over $7,500,000 are negotiable. Certain clients may have a flat negotiated percentage agreed upon in the client agreement.
Fee Estimator
Location
2250 Point Blvd, Suite 230, Elgin, IL, 60123
Get directionsHistory
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 ActivitiesSells Insurance
Scott is the President of Sierens Financial Management, Inc., focusing on insurance sales and services, dedicating nearly full-time hours to this role. Scott also works as a paid contractor for YouTube, dedicating a few hours per week.
Employment History
Current Registrations
Sierens Financial Group, INC.
Previous Registrations
Ae Wealth Management, LLC
Gradient Advisors, LLC
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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