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CFP

Samuel Mathew

Hornor, Townsend & Kent, LLC
38 Years of Experience
Marlton, NJ
BrokerSells Insurance
View SEC Summary
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Samuel Mathew is a CFP-designated registered investment advisor at Hornor, Townsend & Kent, LLC, based in Marlton, NJ, with 38 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 28,369 clients with $9B in assets under management.

Hornor, Townsend & Kent, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
464 advisors
Number of Clients
28,369 clients
Average Client Portfolio
$318K average
Assets Under Management
$9.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are up to 1.5% and do not include separate manager fees and other charges associated with third-party asset manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Greentree Centre, Ste 201, 10000 Lincoln Dr E, Marlton, NJ, 08053

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Samuel is the proprietor/owner of Mathew Capital Management, a life insurance brokerage, since 1995. He spends a few hours per week on sales and service of various insurance products, including life, health, disability, LTC, variable life, and annuities.

Employment History
Current Registrations
Hornor, Townsend & Kent, LLCBroker
July 1995 - Present · 31 yrs 3 mos
Hornor, Townsend & Kent, LLC
July 1995 - Present · 31 yrs 3 mos
Previous Registrations
Waddell & Reed, INC.Broker
October 1988 - July 1995 · 6 yrs 9 mos
State Registrations17 states
CACOCTDCFLGAMDMSNJNYOHPASCTNTXUTVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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