Samuel Moore is a CFP-designated registered investment advisor at Endowment Wealth Management, INC., based in Appleton, WI, with 7 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 397 clients with $430M 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 $1.0M | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | Included |
Fees negotiable for accounts over $30 million. Schedule applies to traditional investments in non-qualified (taxable) accounts and to all assets in qualified (non-taxable) accounts. Alternative investments in non-qualified accounts are charged a flat 1.0% fee.
Fee Estimator
Location
W6272 Communication Court, Appleton, WI, 54914-8531
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is a Wealth Advisor at Endowment Wealth Management, Inc. (EWM) and an Advisor at ETF Model Solutions, LLC (ETFMS), both SEC-registered investment advisers. He dedicates nearly full-time to EWM and a few hours per week to ETFMS, conducting financial planning and investment advisory activities in both roles.
Employment History
Current Registrations
Endowment Wealth Management, INC.
Etf Model Solutions, LLC
State Registrations2 states
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