Scott Hartzell is a CFP-designated registered investment advisor at The Advocate Group, LLC, based in Minnetonka, MN. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 394 clients with $810M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.95% |
| $2M+ | 0.75% |
Standard fee schedule spans from 0.35% to 0.95%. Fees are negotiable and can be reduced or charged as a flat fee at the firm's discretion. Clients with $3,000,000 or more receive financial planning included.
Fee Estimator
Location
701 Carlson Parkway, Suite 520, Minnetonka, MN, 55305
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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
The Advocate 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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