Scott Iverson is a CFP, ChFC-designated registered investment advisor at Claris Advisors, LLC, based in St. Louis, MO, with 10 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 320 clients with $800M 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 $250K | 1.85% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees for fixed income portfolios are different: Up to $999,999: 0.50%; $1,000,000 - $2,999,999: 0.40%; $3,000,000 - $4,999,999: 0.35%; $5,000,000 - $9,999,999: 0.30%; $10,000,000 - $19,999,999: 0.25%; $20,000,000 or greater: Negotiable.
Fee Estimator
Location
800 Market Street, Suite 500, St. Louis, MO, 63101
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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
Claris Advisors, LLC
State Registrations2 states
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