Advisor at Alexander Capital Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Glasgow, MO 65254
Credentials
Series 66
Industry experience
16 years
Scott Morris is a financial advisor with Alexander Capital Wealth Management LLC, holding a Series 66 designation and 15 years of industry experience. He has worked at Alexander Capital LP since 2021 and International Assets Advisory LLC since 2015. Outside of his advisory role, Morris is involved in several business ventures including ownership of a coffee shop and an ice cream shop, as well as serving as president of a local nonprofit child care learning center. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients through discretionary and non-discretionary accounts, primarily via wrap-fee programs. The firm employs a combination of cyclical, technical, and fundamental analysis with both long- and short-term trading strategies, managing approximately $212.1 million in discretionary assets.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services may be charged and are negotiable; specific amounts not disclosed.
$0+: 0.25% - 2.00% annually (varies by assets under management, type/complexity of services and level of administration requested) No minimum for wrap fee programs+: 0.10% - 2.00% annually (wrap fee program fees vary and are negotiated per client)
Commissions received by affiliated broker-dealer representatives on securities transactions and insurance products, separate from advisory fees.
Minimum fee: Fixed fees are negotiable and agreed upon in the advisory agreement, no specific amounts disclosed. Fee-only: Fee-only basis for capital markets and Mergers & Acquisitions advisory services; fees vary depending on client needs and scope of services.
518 1st Street
Glasgow, MO 65254
Missouri · New York · Texas
Alexander Capital LP
2021 - Present (5 years)
International Assets Advisory LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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