SS
SS

Scott Soohoo

7 Years of Experience
Calabasas, CA

Scott Soohoo is a registered investment advisor at Altron Capital Management, based in Calabasas, CA, 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 High Net Worth, Investment Management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$986K

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)

Altron Capital Management charges a percentage of your assets under management. The annual fee ranges from 0.00% to 1.00%. Qualified investors will pay a performance-based fee instead of a quarterly asset management fee. Altron Capital Management reserves the right to waive fees at any time.

Loading...

Location

Calabasas, CA

Get directions

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.

Learn about disclosures →
Other Business Activities

Scott is an Owner/Manager at Zero Media Works, an e-commerce and marketing consulting company. This activity takes about half of Scott's time.

Employment History
Current Registrations
Altron Capital Management
October 2018 - Present · 7 yrs 7 mos
State Registrations1 state
CA
Advisor

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.
Scott Soohoo - Financial Advisor | TrueAdvisor