Austin Scott is a CFP-designated registered investment advisor at Andina Advisors, based in Draper, UT, with 4 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 4 more. Their firm serves 711 clients with $1.3B 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 | 2.00% |
Fees are calculated in advance based on quarter-ending market values at a maximum rate of 2.00% annually. Cash, cash equivalents, and certain exchange-traded funds in flex accounts are charged a reduced fee of 0.20% per annum.
Fee Estimator
Location
344 W 13800 S, Suite 220, Draper, UT, 84020
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Regulatory History
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 ActivitiesSells Insurance
Austin is a registered independent field underwriter for several insurance companies, producing life insurance. This activity is insurance-related.
Employment History
Current Registrations
Andina Advisors
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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