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Christopher Scott

3 Years of Experience
Southlake, TX

Christopher Scott is a registered investment advisor at Combs Capital Partners, based in Southlake, TX, with 3 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 103 clients with $59M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
103 clients
Average Client Portfolio
$577K average
Assets Under Management
$59.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.00%
$1.0M - $2.0M1.50%
$2.0M - $5.0M1.00%
$5M+1.00%

Fees may be negotiable for accounts over $5,000,001.

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

Southlake, TX

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Christopher works as an Operations Manager at Energy Transfer in the midstream oil and gas industry, managing assets, budgets, and personnel. This role takes Christopher full-time hours during trading hours and about a quarter of his time outside of trading hours.

Employment History
Current Registrations
Combs Capital Partners
December 2022 - Present · 3 yrs 5 mos
State Registrations2 states
LATX
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.
Christopher Scott - Financial Advisor | TrueAdvisor