Scottsdale Capital Advisors (SCA) is a broker-dealer and registered investment advisor. SCA offers investment advice and trading for stocks, bonds, mutual funds, and annuities. SCA representatives may offer variable and fixed annuities, life insurance, and other insurance products. SCA provides asset management services based on a client's goals, objectives, time horizon, and risk tolerance. Clients may impose restrictions on certain securities or types of securities.
SCA charges a fee based on the value of your portfolio. The fee is negotiable but will not exceed 2% per year. If SCA recommends another advisor to manage part of your portfolio, SCA's fee for that portion will not exceed 1%, and the combined fee will not exceed 2%. You will receive a summary of all fees charged to your account at least quarterly.