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Scott Angebrandt

6 Years of Experience
Belmont, MI
BrokerSells Insurance

Scott Angebrandt is a registered investment advisor at Fairway Investment Group, LLC, based in Belmont, MI, with 6 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 672 clients with $69M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
27 advisors
Number of Clients
672 clients
Average Client Portfolio
$103K average
Assets Under Management
$69.0M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.

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

Belmont, MI

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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 insurance representative with MEA Financial Services since 2018 and has the possibility to sell life, long-term care, and property & casualty insurance. He is also a teacher and homebound teacher, spends about half his time as an IAR for Fairway Investment Group, LLC, and owns rental property.

Employment History
Current Registrations
Fairway Investment Group, LLC
March 2022 - Present · 4 yrs 2 mos
Paradigm Equities, INC.
May 2019 - Present · 7 yrs
Paradigm Equities, INC.Broker
May 2019 - Present · 7 yrs
State Registrations7 states
AZFLINMINCOHTN
AdvisorBrokerBoth

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.