Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated based on total assets per household. Customers will receive advance billing notice either on statement or in an invoice. The fee will be deducted from the account monthly up to through National Financial and Folio in arrears, quarterly in arrears at RBC Clearing, Schwab, Delta and Equity Trust Advisor Solutions and quarterly in advance at AssetMark and Empirical Asset Management. CCMA can charge an hourly fee which is provided upon request only to provide analysis of stock, non-stock, bond financial investments, insurance, estate, and tax planning. The fee will range from $200 an hour to $500 an hour based on the complexity of the analysis.
Areas of Practice
Advisor Information
Office location
Denver, CO
Get directionsRegulatory History (11)
Customer Dispute
June 2025Regulatory
May 2025Regulatory
April 2025Customer Dispute
September 2024Customer Dispute
April 2024Customer Dispute
February 2023Customer Dispute
October 2022Customer Dispute
September 2022Judgment / Lien
October 2015Customer Dispute
October 2013Regulatory
October 1992Other Business Activities
Scot owns TSP Watchdog, Watch Dog Enterprises, Inc., and Federal Employee Retirement Center since 2014, dedicating about 10-20% of his time to the first two and about a quarter of his time to the third. He also works with Forethought Financial, dedicating nearly full-time hours, and is a finance committee member at Sandhill Presbyterian Church, spending minimal time.