SW
CFP

Scott Adam Weissman

28 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
3 advisors
Number of Clients
202 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$494.9M

Fee Structure

Financial Planning:Investment management only

For discretionary wealth management, clients typically pay up to 1.5% annually on assets under management. Fees are determined by factors like scope, complexity, asset size, and resources involved. For non-discretionary assets, the annual fee is also capped at 1.5%. Fixed fees for non-discretionary services can be negotiated. Clients may also incur third-party fees like account maintenance, custodial, and transaction charges, as well as fees from underlying investment vehicles. Matrix may hire other investment advisers, with fees ranging from 0.10% to 0.85%.

Areas of Practice
Investment ManagementHigh Net Worth
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Advisor Information

Office location

Park City, UT

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Matrix Private Capital Group
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Morgan Stanley
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley Broker
June 2009 - April 2019 · 9 yrs 10 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley
February 1998 - April 2007 · 9 yrs 2 mos
Morgan Stanley Dw INC.Broker
October 1996 - April 2007 · 10 yrs 6 mos
State Registrations2 states
TXUT
Advisor
Exams
No exam information available for this advisor.