SG
SG

Scott Gardner

7 Years of Experience
Las Vegas, NV
2 Disclosures

Scott Gardner is a registered investment advisor at Sterling Wealth Management, based in Las Vegas, NV, with 7 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, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 13 clients with $37M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
13 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$37.3M

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Fees may be negotiable or waived for certain clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9516 W. Flamingo Rd, Ste 205, Las Vegas, NV, 89144

Get directions

History

Regulatory History (2)
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Regulatory
July 2020
Final
Regulatory
July 2018
Final
Other Business Activities

Scott is a real estate broker or dealer providing services through Century Commercial Realty Advisors, dedicating a few hours per week to this activity. He also owns Nevada Management Services, a commercial registered agent, spending minimal time on this.

Employment History
Current Registrations
Sterling Wealth Management
July 2018 - Present · 7 yrs 10 mos
State Registrations1 state
NV
Advisor

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.