Samuel Needham is a registered investment advisor at Constellation Wealth Advisors, based in Franklin, TN, with 8 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 417 clients with $5.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Constellation Wealth Advisors charges a fee based on the value of your portfolio, which generally does not exceed 1.00% annually. The firm also offers flat fee arrangements, which generally do not exceed $500,000 annually. The firm has a standard minimum annual fee of $20,000, payable quarterly. Fees may be negotiable depending on the client's situation.
Location
1431 Perrone Way, Suite 110, Franklin, TN, 37069
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Constellation Wealth Advisors
Previous Registrations
Constellation Wealth Advisors
J.P. Morgan Securities LLCBroker
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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