Scott Terry is a CFP-designated registered investment advisor at Summit Wealth and Retirement Partners, based in Eagle, ID, with 36 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 341 clients with $820M 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 $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees negotiable above $10,000,000. Certain clients may be charged pursuant to a “cliff” or “breakpoint” fee schedule with multiple different fee breakpoints that correspond to different levels of client assets under management.
Fee Estimator
Location
435 E Shore Drive, Suite 220, Eagle, ID, 83616
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Scott runs a small farm, growing produce for local restaurants, dedicating about 10-20% of his time. He is also a writer and sole proprietor, having published a book in 2012 and writing for newspapers and online publications, but spends no time on this activity during trading hours.
Employment History
Current Registrations
Summit Wealth and Retirement Partners
Previous Registrations
Mutual Securities, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
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.