Scott Parent
Scott Parent is a CFA-designated registered investment advisor at Pacific Specialty Investment Group, LLC, based in Newport Beach, CA, with 28 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 127 clients with $130M 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 $249K | 2.00% |
| $249K - $499K | 1.70% |
| $499K - $999K | 1.50% |
| $999K - $3.0M | 1.30% |
| $3M+ | 1.00% |
Standard fee schedule is generally negotiable based on a number of factors, which include but are not limited to “grandfathered” accounts, related accounts, and other structures that we may consider in special situations. Some accounts are under different fee schedules honoring prior agreements. We also manage some family and related accounts without charge.
Fee Estimator
Location
4100 Campus Dr., Ste 100, Newport Beach, CA, 92660
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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 →Employment History
Current Registrations
Pacific Specialty Investment Group, LLC
Previous Registrations
Innovative Capital Management
F500 Advisory Services, INC.
State Registrations2 states
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