Scott Weissman is a CFP-designated registered investment advisor at Matrix Private Capital Group, based in Park City, UT, with 29 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, Investment Management. Their firm serves 202 clients with $490M 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 | 1.50% |
The annual fee is up to 1.5% on assets under management. The fees will be determined based upon a number of factors including but not limited to, the scope and complexity of work, the size of client assets, and the amount of resources involved in providing the services. To the extent that Matrix recommends that a client invests a portion of its assets in an SPV, the Adviser will not charge this annual fee in respect of such assets.
Fee Estimator
Location
Park City, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Matrix Private Capital Group
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 states
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