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Scott Tolton

5 Years of Experience
Los Angeles, CA

Scott Tolton is a registered investment advisor at Tolton Asset Management, LLC, based in Los Angeles, CA, with 5 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. Their firm serves 40 clients with $30M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
40 clients
Average Client Portfolio
$759K average
Assets Under Management
$30.4M

Fee Structure

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

Tolton Asset Management calculates its advisory fees as a percentage of the value of your investments. The annual fee ranges from 0.25% to 2.0% of the value of your portfolio. There may be different fee percentages for different types of assets. An initial account set up fee may also be charged, up to $500 per account.

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Location

8939 S Sepulveda Blvd, Ste 440, Los Angeles, CA, 90045

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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 Activities

Scott works as an analytics consultant for Cornerstone Research, an economic consulting firm, since 2017. This is a full-time commitment.

Employment History
Current Registrations
Tolton Asset Management, LLC
October 2020 - Present · 5 yrs 7 mos
Previous Registrations
Justin C. Tolton
August 2020 - December 2021 · 1 yr 4 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.