Neil Scott is a registered investment advisor at American Family Legacy Group, based in Temple Terrace, FL, with 5 years of industry experience. Neil operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning. Their firm serves 89 clients with $38M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
American Family Legacy Group offers investment management services where fees are based on a percentage of your portfolio. Fees are negotiable and can vary depending on factors such as the representative assigned, the amount invested, and the complexity of the engagement.
For wrap fee accounts, the annual fees are:
- $0-$500,000: 2.50%
- $500,000-$999,999: 1.95%
- $1,000,000-$1,999,999: 1.75%
- $2,000,000-$2,999,999: 1.65%
- $3,000,000 and over: 1.50%
For non-wrap fee accounts, the annual fee ranges from 0.50% to 1.50%.
Location
Temple Terrace, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Neil is the owner of Lions and Tigers Software, LLC, a software development company, since 2021. He spends about a quarter of his time designing and defining strategic objectives for software developers.
Employment History
Current Registrations
American Family Legacy Group
State Registrations1 state
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