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Scott Myers

4 Years of Experience
Redondo Beach, CA

Scott Myers is a registered investment advisor at Dollar Sign Ventures LLC, based in Redondo Beach, CA, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K1.00%
$25K - $100K0.75%
$100K - $1.0M0.50%
$1.0M - $10.0M0.25%
$10M+0.10%

The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).

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

Redondo Beach, CA

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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 a real estate agent/mortgage loan originator/processor with The RFC Group, spending nearly full-time hours on this. He also serves as CEO of Chipsticks LLC and CTO of DES Consulting, dedicating minimal time to each.

Employment History
Current Registrations
Dollar Sign Ventures LLC
January 2022 - Present · 4 yrs 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.