Russell Samples
Russell Samples is a registered investment advisor at Private Wealth Asset Management, based in San Antonio, TX, with 11 years of industry experience. Russell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 559 clients with $2.5B 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 $2.0M | 1.20% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.40% |
Fees are negotiable and actual fees paid may differ. Philanthropic accounts and fixed income accounts (90%+ allocation) have separate fee schedules.
Fee Estimator
Location
112 E. Pecan St., Suite 2800, San Antonio, TX, 78205
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2012Other Business ActivitiesSells Insurance
Russell is a licensed insurance agent since August 2023, selling accident, health, life, and HMO insurance. This takes a few hours per week, including time during trading hours.
Employment History
Current Registrations
Private Wealth Asset Management
Previous Registrations
Edward Jones
Primevest Financial Services, INC.
State Registrations1 state
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
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