Neil Scott is a registered investment advisor at American Family Legacy Group, based in Temple Terrace, FL, with 6 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 112 clients with $45M 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 $500K | 2.50% |
| $500K - $1.0M | 1.95% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $3.0M | 1.65% |
| $3M+ | 1.50% |
Fees are negotiable based on the representative assigned, asset size, complexity, and servicing needs. Non-wrap fee program ranges from 0.50% to 1.50%.
Fee Estimator
Location
Temple Terrace, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Neil is the owner of Lions and Tigers Software, LLC, a software development company, since 2021. He spends about a quarter of his time designing and defining strategic objectives for software developers.
Employment History
Current Registrations
American Family Legacy Group
State Registrations1 state
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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