Samuel Badgley is a registered investment advisor at Efficient Advisors, based in Raleigh, NC, with 17 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 9,579 clients with $2.8B 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 | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $4.0M | 0.40% |
| $4.0M - $10.0M | 0.35% |
| $10M+ | 0.30% |
Fees may be negotiable. An additional 0.05% is charged annually for Efficient Advisors Alternatives Portfolios.
Fee Estimator
Location
Raleigh, NC
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Samuel is a registered IAR/Solicitor at Efficient Advisors, an investment advisory firm, dedicating about a quarter of his time. He also works as an associate at Badgley & Christ, an accounting firm, spending about 10% of his time on this activity.
Employment History
Current Registrations
Efficient Advisors
Sam Badgley INC.
Previous Registrations
Sam Badgley INC.
Triad Advisors, INC.
State Registrations4 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.