SP
CFP
SP
CFP

Samuel Pressley

13 Years of Experience
Knoxville, TN

Samuel Pressley is a CFP-designated registered investment advisor at Ridgepath Capital Management LLC, based in Knoxville, TN, with 13 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Tax Planning. Their firm serves 121 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
121 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$358.9M

Fee Structure

Minimum Investment:$1M
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.80%
$1.0M - $5.0M0.80%
$5M+0.60%

Fees are negotiable. If RCML directs clients to Axxcess Wealth Management, the total annual fee is 0.85% for assets between $1,000,000 and $5,000,000, and 0.65% for assets over $5,000,001. RCML receives a portion of this fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9202 S. Northshore, Suite 301, Knoxville, TN, 37922

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History

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
Ridgepath Capital Management LLC
June 2016 - Present · 9 yrs 10 mos
Previous Registrations
Ridgepath Capital Management LLC
June 2016 - December 2016 · 6 mos
Capital Investment Advisory Services, LLC
February 2013 - June 2016 · 3 yrs 4 mos
Capital Investment Group, INC.Broker
November 2012 - June 2016 · 3 yrs 7 mos
State Registrations1 state
TN
Advisor

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.

Exams
No exam information available for this advisor.