Seth Scott is a registered investment advisor at Envoy Advisory INC., based in Fresno, CA, with 4 years of industry experience. Seth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 3 more. Their firm serves 1,808 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Envoy Advisory charges fees for different levels of advisory services:
- Basic Level Advisory Fee: Up to 0.65% annually.
- Basic Managed Model Advisory Fee: An additional 0.25% annually for target-date models.
- Professionally Managed Model Advisory Fee: An additional 0.45% annually for risk-based models.
These fees are in addition to the Basic Level Fee. Fees may be negotiable and can vary based on account size and complexity.
Location
Fresno, CA
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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
Seth is involved in several outside business activities, including musical direction for Jubilation Singers, project management for Broadway Media Distribution, and serving as a musician. He also dedicates a significant amount of time to Heartwood Financial Planning and Agape Planning Partners, where he provides financial planning, tax preparation, securities, and insurance sales and service.
Employment History
Current Registrations
Envoy Advisory INC.
Harvest Investment Services, LLC
Previous Registrations
Planmember Securities Corporation
Planmember Securities CorporationBroker
State Registrations1 state
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