Scott Hancock is a registered investment advisor at Oak Capital Advisors, based in Dallas, TX, with 15 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 58 clients with $190M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
58 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$185.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.26% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Dallas, TX
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Regulatory History (1)
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Customer Dispute
September 1998Settled
Other Business Activities
Scott is a member of the board of directors of Schuepbach Energy in Dallas, TX. This activity is not investment-related.
Employment History
Current Registrations
Oak Capital Advisors
March 2012 - Present · 14 yrs 2 mos
Previous Registrations
Maple Hill Capital Management
July 2003 - July 2004 · 1 yr
UBS Global Asset Management
July 2002 - March 2003 · 8 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.