Eric Scott is a registered investment advisor at Partner Wealth, based in Iowa City, IA. Their practice areas include Business Owners, Charitable Giving, Education Planning, Financial Planning & Coaching, and 3 more. Their firm serves 35 clients with $79M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Partner Wealth generally charges up to 1.25% of your portfolio per year for investment management. The exact fee is negotiated and depends on the complexity of your situation and the services you need. Fees are charged quarterly in advance, based on the portfolio's value at the end of the prior quarter. If you choose Betterment as your custodian, fees are charged quarterly in arrears based on a daily average for the previous quarter.
Location
Iowa City, IA
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
Partner Wealth
State Registrations2 states
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.