Scott Eggers is a registered investment advisor at Two West Capital Advisors LLC, based in Overland Park, KS, with 16 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, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 650 clients with $3.9B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
650 clients
Average Client Portfolio
$6.0M average
Assets Under Management
$3.9B

Fee Structure

Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.25%
$250K - $500K1.20%
$500K - $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.80%
$10M+0.80%

Fees are negotiable and depend on the level of service, the advisor, and the platform used. Minimum fees may apply. Additional financial planning fees may apply if financial planning is provided with investment management services.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

10975 Benson Drive, Corporate Woods, Bldg. 12, Ste. 560, Overland Park, KS, 66210

Get directions

History

Regulatory History
Clean regulatory record

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
Two West Capital Advisors LLC
October 2022 - Present · 3 yrs 6 mos
Previous Registrations
Prime Capital Investment Advisors, LLC
February 2020 - October 2022 · 2 yrs 8 mos
Private Client Services, LLCBroker
February 2020 - October 2022 · 2 yrs 8 mos
Mariner Wealth Advisors
June 2018 - February 2020 · 1 yr 8 mos
Mariner Retirement Advisors, LLC
September 2017 - July 2018 · 10 mos
Msec, LLCBroker
December 2015 - February 2020 · 4 yrs 2 mos
American Fidelity Securities, INC.Broker
January 2010 - October 2014 · 4 yrs 9 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
March 2008 - December 2009 · 1 yr 9 mos
State Registrations1 state
KS
Advisor

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.

Exams
No exam information available for this advisor.
Scott Eggers - Financial Advisor | TrueAdvisor