Advisor at Private Client Advisor Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Private Client Advisor Group, LLC
Location
Alpine, UT
Credentials
Series 63, Series 65
Industry experience
14 years
Scott Ross is a financial advisor at Private Client Advisor Group, LLC with 13 years of industry experience. He has held roles at several firms, including Kingswood Wealth Advisors, International Assets Investment Management, and Global View Capital Management. Outside of investment advisory, Ross works as a loan officer and life insurance agent with Security National Mortgage Company, originating home loans and selling life insurance policies. Private Client Advisor Group, LLC is a small, SEC-registered advisory firm managing approximately $82.2 million for individuals, families, businesses, and retirement plans. The firm employs a discretionary, diversified investment approach based on modern portfolio theory and provides both portfolio management and project-based financial planning services.
Based on Private Client Advisor Group, LLC
Based on Private Client Advisor Group, LLC
Financial planning fixed fees up to $1,000 or higher depending on complexity; retirement plan fixed fees generally not to exceed $10,000
$0+: Up to 2.00% annually (negotiable and varies by service level and adviser) $0+: Up to 1.50% annually for retirement plan asset-based fees
Up to $200 per hour for financial planning services
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee for retirement plan services setup and general administrative services Fee-only: Investment management fees charged as a percentage of assets under management, financial planning fees charged as fixed fees or hourly rates, and retirement plan fees charged as fixed or asset-based fees; fees are negotiable.
Alpine, UT
Utah
Private Client Advisor Group, LLC
2024 - Present (2 years)
OWLFI
2023 - 2024 (1 year)
Kingswood Wealth Advisors, LLC
2022 - 2023 (1 year)
International Assets Investment Management, LLC
2019 - 2022 (3 years)
Global View Capital Management, LTD
2014 - 2019 (5 years)
Global View Capital Insurance, Ltd.
2010 - 2019 (9 years)
Security National Mortgage Company
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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