Samuel Webb is a registered investment advisor at Bentoak Capital, based in Katy, TX, with 4 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 760 clients with $800M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable. For asset management services with respect to certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.), GWAG may negotiate a fee rate that differs from the range set forth above.
Fee Estimator
Location
24650 Kingsland Blvd, Katy, TX, 77494
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Samuel is a member of The Webb Law Firm, PLLC, providing legal services and general management, dedicating full-time hours to this role. He also has a personal real estate investment entity, Gulf Plains Capital Group, LLC, requiring minimal time.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
Freedom Day Solutions, LLC
Hightower Advisors, LLC
Frontier Investment Management CO
State Registrations1 state
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