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Mark Scott

13 Years of Experience
Baltimore, MD

Mark Scott is a registered investment advisor at A.G. Campbell Advisory, LLC, based in Baltimore, MD, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 67 clients with $350M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
67 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$345.0M

Fee Structure

Planning is included in investment management (also available separately)

A.G. Campbell Advisory charges a fee based on a percentage of the assets they manage. The exact fee is negotiated with each client, but generally falls between 0.75% and 1.50% per year, charged quarterly in advance. You may also incur other fees related to investments, such as brokerage commissions or fund expenses.

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Location

190 W. Ostend Street, Suite 200, Baltimore, MD, 21230

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
A.G. Campbell Advisory, LLC
July 2013 - Present · 12 yrs 9 mos
Previous Registrations
Brown Advisory Securities, LLC
November 2008 - September 2009 · 10 mos
State Registrations1 state
MD
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.