Marcus Scott is a CFP-designated registered investment advisor at Kedrec LLC, based in Overland Park, KS, with 1 years of industry experience. Marcus operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 69 clients with $34M 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 | 1.50% |
Actively managed accounts are subject to an additional fee of up to 1.50% of assets under management. Passive advisory services do not charge asset-based fees, operating instead on monthly subscription tiers.
Fee Estimator
Location
9393 W 110th St, Suite 100, Overland Park, KS, 66210
Get directionsHistory
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 →Employment History
Current Registrations
Kedrec LLC
Previous Registrations
Fiduciary Capital Management LLC
Mokan Wealth Management
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
More Advisors
- Austin KlarinKedrec LLC
- Michael Diederich, CFPUmb Private Wealth Management, LLC
- Christopher Ratigan, CFPTwo West Capital Advisors LLC
- Halle Holmes, CFPCreative Planning
- Mitchell Fisher, CFPCreative Planning
- Thomas Elms, CFPTriune Financial Partners, LLC