Scott Pinkerton
Scott Pinkerton is a CFP-designated registered investment advisor at Fourthought Financial Partners, LLC., based in Venice, FL, 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, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 947 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1.0M - $2.5M | 0.85% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.55% |
| $10M+ | 0.45% |
The management fee is subject to negotiation and may be discounted.
Fee Estimator
Location
310 W. Venice Avenue, Suite 201, Venice, FL, 34285
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2011Customer Dispute
November 1990Other Business Activities
Scott is a financial advisory committee member for Sarasota County FL School Board, dedicating minimal time. He also has 100% ownership of Pinkerton Wealth Management Group and 80% ownership of Fourthought Financial LLC, where he is a managing partner and investment advisor, spending nearly full-time and about 10-20% of his time, respectively.
Employment History
Current Registrations
Fourthought Financial Partners, LLC.
Previous Registrations
Fourthought Private Wealth
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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.