Lovie Scott
Lovie Scott is a registered investment advisor at Mutual of Omaha Investor Services, INC., based in Coral Gables, FL, with 4 years of industry experience. Lovie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 7,025 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Fees vary by program and advisor. Managed accounts cap at 1.25% for most programs, while accounts managed directly by a company advisor cap at 2.25%.
Fee Estimator
Location
2600 Douglas Rd, Ste 1109, Coral Gables, FL, 33134
Get directionsHistory
Regulatory History (1)
Financial
May 2021Other Business ActivitiesSells Insurance
Lovie is a Mutual of Omaha insurance agent since 2021, selling life, disability, long-term care, Medicare, critical illness, and annuity products, dedicating a full-time equivalent of 25 hours per week. Lovie also participates in Mutual of Omaha's Mortgage Lead Incentive Program, spending minimal time submitting mortgage leads.
Employment History
Current Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Mutual of Omaha Investor Services, INC.
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.
Exams
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