Advisor at NewSong Capital Management, Inc.
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
NewSong Capital Management, Inc.
Location
Orange Beach, AL
Credentials
Series 63, Series 65
Industry experience
21 years
Annual flat fee for pension plans (minimum $1,500); Financial planning one-time fee $2,500
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.75% $1,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.75% $10,000,000 - $20,000,000: 0.50% $20,000,000 - $30,000,000: 0.40% $30,000,000 - $50,000,000: 0.30% $50,000,000+: 0.25%
Minimum fee: Minimum annual flat fee of $1,500 for pension plans when charged as a flat fee Fee-only: Financial planning fees: $2,500 one-time fee plus $125 per month ongoing
NewSong Capital Management, Inc.
2018 - Present (8 years)
Lpl Financial LLC
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, Series 63, Series 65
Foley, AL
Edward Jones
Series 63, Series 65
Perdido Key, FL
Merrill
Scott Hardie is a Wealth Management Advisor at Merrill Lynch Wealth Management. He has focused his career on family wealth and liability management to support financial decision-making for family members. Scott has been with Merrill Lynch since 1996 after returning to New Orleans following his earlier banking career. Scott graduated with a Bachelor's degree from the University of Mississippi and completed graduate studies at George Washington University. Prior to joining Merrill Lynch, he spent 11 years in Corporate International Banking. His professional designations include Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). In addition to his professional work, Scott serves as a Board Member of the Metropolitan Crime Commission and the YMCA of Greater New Orleans. He is a native of New Orleans and a graduate of Isidore Newman School.
Series 66
Gulf Shores, AL
Edward Jones
Series 66
Foley, AL
Edward Jones
Series 63, Series 65
Gulf Shores, AL
Merrill
Travis Hughes is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in developing personalized wealth management strategies tailored to clients’ unique financial goals, leveraging investment insights from Merrill and the banking and lending resources of Bank of America. Travis holds a Personal Investment Advisor (PIA) designation and earned a Bachelor's Degree from the University of Alabama System. He is committed to working closely with clients one-on-one to create flexible financial strategies that reflect their long-term objectives. In addition to his professional work, Travis participates in community activities through volunteering, following Merrill’s tradition of engagement in the communities it serves.
Series 66
Foley, AL
Edward Jones
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