SM
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Scott Macartney

4 Years of Experience
Seattle, WA
Broker

Scott Macartney is a registered investment advisor at Martin Nelson & CO., INC., based in Seattle, WA, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 422 clients with $290M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
422 clients
Average Client Portfolio
$681K average
Assets Under Management
$287.3M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2.0M - $3.0M0.90%
$3.0M - $5.0M0.85%
$5M+0.80%

Fees are negotiable and may change as the value of the portfolio changes. Some clients may pay higher or lower fees than other clients depending on the size of the account, the amount of time a client has had an account with us, the total amount of business the client conducts with us and other relevant considerations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1500 Westlake Ave N. Ste 200, Seattle, WA, 98109-3031

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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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Employment History
Current Registrations
Martin Nelson & CO., INC.
November 2021 - Present · 4 yrs 6 mos
Martin Nelson & CO., INC.Broker
October 2021 - Present · 4 yrs 7 mos
State Registrations3 states
COMTWA
AdvisorBrokerBoth

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.
Scott Macartney - Financial Advisor | TrueAdvisor