SL
CFA
SL
CFA

Scott Lanigan

4 Years of Experience
Dallas, TX

Scott Lanigan is a CFA-designated registered investment advisor at Eid Capital, based in Dallas, TX, 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, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 16 clients with $12M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
16 clients
Average Client Portfolio
$771K average
Assets Under Management
$12.3M

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.90%
$3M+0.75%

Fees are negotiable at EID’s discretion. Ongoing financial planning will be made available at no extra charge for clients with assets under management of more than $250,000.

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

13355 Noel Road, Suite 1100, Dallas, TX, 75240

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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 Non-Registered Investment Associate at Merit Partners since 2016, performing due diligence, originating investment projects, and publishing reports. This investment-related activity takes nearly full-time hours.

Employment History
Current Registrations
Eid Capital
January 2022 - Present · 4 yrs 4 mos
State Registrations1 state
TX
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.