Scott Leavitt is a CFP-designated registered investment advisor at Financial Life Advisors, based in San Antonio, TX, with 4 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Gen X, and 3 more. Their firm serves 209 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.15% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.35% |
Fees are negotiable. Model 2 fees are: 0.65% up to $1M, 0.60% for the next $1M, 0.50% for the next $3M, and 0.40% above $5M. Model 1 has a minimum monthly fee of $958.33. Model 2 has a minimum monthly fee of $81.25.
Fee Estimator
Contact
Scott Leavitt
Location
2338 N Loop 1604 W, Ste 311, San Antonio, TX, 78248
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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 →Employment History
Current Registrations
Financial Life Advisors
Previous Registrations
Arrow Wealth Advisors
State Registrations1 state
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Exams