Samuel Munhollon
Samuel Munhollon is a registered investment advisor at Total Wealth Planning and Management, INC., based in Ponte Vedra, FL, with 50 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 365 clients with $200M 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 | 1.50% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
These fees are for the Traditional Over Top Service Platform. Fees are negotiable. For certain complex situations a maximum fee of 2% may be charged. The eOver the Top Service Platform (electronic only) has a different fee schedule: Below $3,335: $25 flat fee; $3,336 - $50,000: 0.75% per year; $50,001 - $99,999: 0.50% per year.
Fee Estimator
Location
Ponte Vedra, FL
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2005Customer Dispute
July 2000Regulatory
May 1990Employment Separation After Allegations
June 1987Regulatory
March 1979Other Business Activities
Samuel is involved in several non-investment related activities, including the Lt. Governor's Invitational Turkey Hunt Committee, Oklahoma Station Chapter Safari Club International, Oklahoma Wildlife Management Association, and Sky Dance Bridge Business Professionals. These activities involve promoting state attributes, wildlife conservation, and business networking, taking minimal time to a few hours per week.
Employment History
Current Registrations
Total Wealth Planning and Management, INC.
Previous Registrations
Cabot Lodge Securities LLCBroker
Vista Investment Partners LLC
Hilltop Securities INC.
Hilltop Securities INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Stifel, Nicolaus & Company, IncorporatedBroker
Painewebber IncorporatedBroker
Smith Barney, Harris Upham & CO., IncorporatedBroker
Stix & CO., INC.Broker
Adams, James, Foor & Company, INC.Broker
A. G. Edwards & Sons, INC.Broker
State Registrations2 states
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.