Scott Morrison is a CFP-designated registered investment advisor at Moment Private Wealth, based in Saint Louis, MO, 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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 42 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Moment Private Wealth charges an annual fee based on the value of your portfolio. The fee is paid quarterly. The percentage decreases as the value of your portfolio increases.
For clients with less than $10 million:
- Up to $1,999,999: 1.00%
- $2,000,000 - $3,999,999: 0.80%
- $4,000,000 - $5,999,999: 0.70%
- $6,000,000 - $9,999,999: 0.65%
For clients with $10 million or more:
- Up to $2,999,999: 0.75%
- $3,000,000 - $4,999,999: 0.70%
- $5,000,000 - $9,999,999: 0.65%
- $10,000,000 - $14,999,999: 0.55%
- $15,000,000 - $19,999,999: 0.50%
- $20,000,000 - $29,999,999: 0.45%
- $30,000,000 - $49,999,999: 0.40%
- $50,000,000 - $74,999,999: 0.30%
- $75,000,000 - $99,999,999: 0.25%
- $100,000,000 and above: Negotiable
Location
2 Cityplace Drive, 2nd Floor, Saint Louis, MO, 63141
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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 →Employment History
Current Registrations
Moment Private Wealth
Previous Registrations
Focus Partners Wealth, LLC
First Republic Investment Management, INC.
First Republic Securities Company, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
State Registrations2 states
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