Samuel Nelson-Archer
Samuel Nelson-Archer is a ChFC-designated registered investment advisor at Ameritas Advisory Services, LLC, based in Bellaire, TX, with 31 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 25,632 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ameritas Advisory Services offers several investment management programs. Fees vary depending on the program and the amount of your portfolio. Fees are negotiable and can be either a fixed percentage or tiered. Some programs also have administrative fees. Here are some examples:
- Galaxy Program: Maximum fees range from 2.00% on the first $250,000 to 1.00% on amounts over $3,000,001. Transaction fees apply.
- Ameritas Investment Strategies (AIS) Program: Includes a 0.30% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001. Transaction fees apply.
- Adviser Managed Retirement (AMR) Program: Includes a 0.05% program fee plus an IAR fee that varies based on the amount of your portfolio, ranging from 2.00% on the first $250,000 to 0.75% on amounts over $5,000,001.
- Adviser Managed Variable Products Program (AMVP): Fees range from 0.50% to 1.00% of the variable product cash value.
Location
5555 West Loop S Ste 500, Bellaire, TX, 77401
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Regulatory History (1)
Customer Dispute
July 2013Other Business ActivitiesSells Insurance
Samuel is involved in several business activities, including MD Financial Services where he serves as President, taking nearly full-time. He also works as an agent for multiple insurance-related businesses, selling fixed, life, and disability insurance, and owns a condo rental.
Employment History
Current Registrations
Ameritas Advisory Services, LLC
Ameritas Investment Company, LLCBroker
Previous Registrations
Ameritas Advisory Services
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
Jefferson Pilot Securities CORP
Jefferson Pilot Securities CorporationBroker
Jefferson-Pilot Investor Services, INC.Broker
MML Investors Services, INC.Broker
State Registrations7 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.