Scottsdale Capital Advisors is a dually registered investment advisor and broker-dealer that provides investment management, portfolio building, and trading services. Scottsdale Capital Advisors tailors its advice to each client's specific goals, time horizon, and risk tolerance, using model portfolios or custom recommendations. The firm also recommends third-party managers when specialized expertise is needed. In addition to investment advisory services, Scottsdale Capital Advisors operates extensively as a broker-dealer, offering access to stocks, bonds, mutual funds, annuities, and private placements. Representatives of Scottsdale Capital Advisors may also act as licensed insurance agents to offer insurance products and annuities. Scottsdale Capital Advisors is owned by Scottsdale Capital Advisors Holdings, LLC, with Justine Hurry serving as the sole owner and Chief Compliance Officer. The firm has ties to an affiliated clearing firm, Alpine Securities Corporation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable and will not exceed 2% annually based on the value of your portfolio. If a sub-advisor is used, Scottsdale Capital Advisors' fee for that portion will not exceed 1% and the combined fee will not exceed 2%. Fees are waived for two years following the purchase of an annuity in a managed account.