Austin Scott is a CFP-designated registered investment advisor at Andina Family Offices, based in Logan, UT, with 4 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 582 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ACM offers investment management services for a fee based on a percentage of your portfolio. The maximum annual fee is 2.00%, charged quarterly in advance. This fee covers both portfolio management and portfolio monitoring accounts, as well as affiliated funds, but excludes Andina Branded Funds. Cash or short-term investments within your portfolio are charged a lower fee of 0.20% annually. A minimum initial investment of $50,000 is generally required to open a managed account, but this may be waived. The fee does not include custodial fees or mutual fund expenses.
Location
1300 N 200 E, Suite 112, Logan, UT, 84341
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Regulatory History
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 →Other Business ActivitiesSells Insurance
Austin is a registered independent field underwriter for several insurance companies, producing life insurance. This activity is insurance-related.
Employment History
Current Registrations
Andina Family Offices
State Registrations1 state
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.