Scott Lam is a CFP-designated registered investment advisor at Mg&a Wealth, based in Plantation, 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 662 clients with $800M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Older client relationships may be subject to different fee schedules. Additionally, assets in the Private Investments (PI) Program are charged an annual fee of 1.00%.
Fee Estimator
Location
8151 Peters Road, Suite 3200, Plantation, FL, 33324
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 a licensed insurance agent selling life, health, and annuity insurance since 2017, dedicating minimal time to this activity. He is also an investment advisor with Meg Green Inc. RIA, spending nearly full-time hours, and is involved with FIKA Home LLC and MG&A Tax LLC, dedicating about a quarter of his time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Mg&a Wealth
Stonex Securities INC.Broker
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.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.