Advisor at Scott Investment Advisors, L.P.
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
Scott Investment Advisors, L.P.
Location
Jackson, WY 83001
Credentials
Series 63, Series 65
Industry experience
3 years
Stephen Scott is a financial advisor at Scott Investment Advisors, L.P. with three years of industry experience. He holds Series 63 and Series 65 designations and has been involved with ScottAdvisors.com, Inc. since 1997, where he serves as president and owns a majority stake in Scott Investment Advisors, L.P. Scott Investment Advisors, L.P. provides discretionary portfolio management primarily for qualified corporate plans, individual IRAs, trusts, and corporate taxable accounts. The firm uses a combination of fundamental and quantitative analysis with a multi-variant optimization approach to implement tax-aware, long-term investment strategies across a range of asset classes including ETFs and closed-end funds.
Based on Scott Investment Advisors, L.P.
$0 - $249,999: 1.90% $249,999 - $499,999: 1.50% $499,000 - $999,999: 1.30% $999,999 - $2,999,999: 1.00% $2,999,999+: 0.90%
Account minimum: No minimum size account requirement; however, accounts below $20,000 with no future additions may be impractical Minimum fee: $300 annual minimum fee for SAM Management; $900 annual minimum fee for SAM Management Plus; $1,425 annual minimum fee for SAM Management 1; $300 minimum fee for SAM Institutional; $600 minimum fee for SAM Institutional 1 Fee-only: Fees are bundled into a single wrap fee covering advice, custody, execution, brokerage commissions, and reporting services.
357 E Kelly Ave
Jackson, WY 83001
Wyoming
ScottAdvisors.com, Inc
1997 - Present (29 years)
MooseTree Partners, L.P.
1997 - 2022 (25 years)
Scott Investment Advisors, L.P.
1997 - 2022 (25 years)
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Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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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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