Scott Bremus is a registered investment advisor at San Blas Advisory, INC., based in Dacula, GA, with 25 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, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 665 clients with $220M 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 | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Fees are negotiable. Total fees for all programs will not exceed 4%.
Fee Estimator
Location
2078 Teron Trace, suite 100, Dacula, GA, 30019
Get directionsHistory
Regulatory History (5)
Regulatory
October 2023Employment Separation After Allegations
October 2021Customer Dispute
June 2009Customer Dispute
June 2008Regulatory
May 2000Other Business Activities
Scott is associated with Fourth Fifth, LLC, a business entity for tax/expense purposes, since 2016. He spends minimal time on this activity.
Employment History
Current Registrations
San Blas Advisory, INC.
Previous Registrations
Eudaimonia Partners, LLC
Hamilton Investment Counsel, LLC
LPL Financial LLCBroker
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Asset Management, INC.
Sterne Agee Financial Services, INC.Broker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations3 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.