Seth Scott is a registered investment advisor at Envoy Advisory INC., based in Fresno, CA, with 4 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 1,999 clients with $610M 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 | 2.05% |
Maximum annual fee for individual retirement accounts and taxable accounts is 2.05%, with basic level fees up to 0.65% and additional model program fees up to 0.45%. Fees are negotiable.
Fee Estimator
Location
Fresno, CA
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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
Seth is involved in several outside business activities, including musical direction for Jubilation Singers, project management for Broadway Media Distribution, and serving as a musician. He also dedicates a significant amount of time to Heartwood Financial Planning and Agape Planning Partners, where he provides financial planning, tax preparation, securities, and insurance sales and service.
Employment History
Current Registrations
Envoy Advisory INC.
Harvest Investment Services, LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
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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