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Scott Robert Smith

7 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
1,396 clients
Average Client Portfolio
$178K average
Assets Under Management
$248.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees are negotiable.

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

117 W. Main St., Cary, IL, 60013

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Scott is an NFA registered associated person offering commodity brokerage through Atkins & Associates, taking about half of his time. He also sells insurance and fixed annuities, dedicating nearly full-time hours to this activity, and works full-time as a Sales Manager for Zierick Manufacturing.

Employment History
Current Registrations
Significant Wealth Partners LLC
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Capital Management Consultants, INC.
January 2018 - January 2019 · 1 yr
State Registrations1 state
IL
Advisor
Exams
No exam information available for this advisor.