Scott Trease
Scott Trease is a registered investment advisor at Sapere Wealth Management, LLC, based in Matthews, NC, with 39 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 252 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees may be negotiable based on legacy relationships, the amount of assets managed, related accounts, and pro bono work.
Fee Estimator
Location
130 Matthews Station St. #2-A, Matthews, NC, 28105
Get directionsHistory
Regulatory History (3)
Customer Dispute
March 2023Civil
March 2023Investigation
April 2022Employment History
Current Registrations
Sapere Wealth Management, LLC
Previous Registrations
Sapere Wealth Creation, LLCBroker
Joseph Carl Securities, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Atlantic Capital Securities, LLCBroker
Fsc Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Integrated Resources Equity CorporationBroker
Perpetual Investment AssociatesBroker
Berthel, Fisher & Fleischman Financial Services, INC.Broker
Life Investors Management CorporationBroker
State Registrations1 state
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.