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Credentials
None foundExperience Industry experience
7 years
Location
Remote
Richardson Wealth (USA) Limited
Team
Total advisors
11Clients per advisor
24 Very LowAvg AUM per client
$811,620 TypicalHNW client ratio
17% LowScott Baillie is a financial advisor with Richardson Wealth (USA) Limited, holding seven years of industry experience. He has been with Richardson Wealth Insurance Services Limited since 2019 and has roles within multiple Richardson entities dating back to 2015. Outside of his advisory work, Baillie serves as Treasurer for the Guelph Rugby Football Club, a non-investment related sports organization. Richardson Wealth (USA) Limited provides discretionary investment management to individuals, trusts, estates, and corporate clients, offering managed account programs including Separately Managed Accounts and model-based portfolios. The firm employs both fundamental and technical analysis with strategic and tactical asset allocation to meet client objectives, serving a range of investor types from non-high-net-worth to high-net-worth.
Based on Richardson Wealth (USA) Limited
Based on Richardson Wealth (USA) Limited
0.25% to 2.75% annually (varies depending on market value and type of investment management services)
Account minimum: $100,000 (may be waived at RW (USA) discretion) Fee-only: Investment management fees based on percentage of assets under management; excludes commissions and transaction fees.
Texas
7 years of industry experience
Richardson Wealth Insurance Services Limited
2019 - Present • 7 years
Toronto
Guelph Rugby Football Club
2018 - Present • 8 years
Guelph
Richardson (USA) Limited
2017 - Present • 9 years
Toronto
Richardson Wealth Limited / Patrimoine Richardson Limitée
2015 - Present • 11 years
Toronto
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