Kamela Scarbeck is a registered investment advisor at Tip Group LLC, based in Houston, TX. Kamela operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 372 clients with $59M 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 | 0.90% |
TIP Group charges up to 0.90% annually for portfolio management. When utilizing third-party managers like AssetMark, total fees may reach up to 1.05% for managed portfolios or up to 2.00% when including AssetMark proprietary funds.
Fee Estimator
Location
20405 State Highway 249, Suite 640, Houston, TX, 77064
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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
Tip Group LLC
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
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