Scott Morrison is a CFP-designated registered investment advisor at Moment Private Wealth, based in Wellington, FL, 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, High Net Worth, Insurance Planning, and 3 more. Their firm serves 105 clients with $360M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.40% |
Fees are negotiable. Firm also offers flat fees ranging from $2,500 to $250,000 per annum.
Fee Estimator
Location
Wellington, FL
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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
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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