| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.50% |
Fee is negotiable based on account value, complexity of planning, investment allocation, customer loyalty, and personal relationship.
3065 Center Pointe Drive, Suite 2, Roseville, MN, 55113
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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 →Scott operates his LPL business under the DBA Summit Investment Advisors and provides investment advisory services through Summit Invesment Advisory Services, where he is a Wealth Advisor and Partner. He also has a business entity, Summit Advisors, Inc., for tax/investment purposes only, and dedicates about half of his time to Summit Invesment Advisory Services.