Samuel Marrella is a CFP-designated registered investment advisor at Apella Wealth, based in Wyomissing, PA, with 40 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 6,901 clients with $8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Apella Capital offers investment management services for an annual fee based on the amount of assets managed. The maximum annual fee is 1.5%. There is a minimum account size of $500,000, but this may be waived at Apella's discretion. Apella Select clients are charged an additional fee of up to 0.25% for portfolio management services, and an additional 0.05% for tax overlay services. Apella Ascent clients pay 0.50% of assets under management.
Location
1250 Broadcasting Rd. #102, Wyomissing, PA, 19610
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Regulatory History (1)
Customer Dispute
June 2003Other Business Activities
Samuel is an officer and president of Marrella Financial Group since 2017. He spends a few hours per week on this investment-related activity, which involves a book he wrote that will be sold on Amazon.
Employment History
Current Registrations
Apella Wealth
Previous Registrations
Marrella Private Wealth, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Stanley Dw INC.Broker
Shearson Lehman Hutton INC.Broker
Dean Witter Reynolds INC.Broker
E. F. Hutton & Company INCBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.