Samuel Hogan is a PFS-designated registered investment advisor at Windemere Advisors, LLC, based in Valdosta, GA, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are negotiable and will not exceed 2.00% annually. Windemere Advisors may recommend SEI, in which case the total fee is 1.85%, with Windemere Advisors receiving 1.00% and SEI receiving 0.85%.
Fee Estimator
Location
2701 Windemere Drive, Valdosta, GA, 31602
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samuel is a CPA/PFS Partner at Plummer Hogan, LLP and owner of Mid-Town Partners, LLC, which invests in residential rental properties. He also acts as trustee of trusts not managed by his firm.
Employment History
Current Registrations
Windemere Advisors, LLC
Previous Registrations
Ashworth Sullivan Wealth Management Group
State Registrations2 states
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