Samuel Harris is a registered investment advisor at Patina Wealth, based in Crozet, VA, with 9 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 161 clients with $95M 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 $250K | 1.25% |
| $250K - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.90% |
| $3M+ | 0.70% |
Fees may be discounted at the discretion of Patina Wealth.
Fee Estimator
Location
Crozet, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Patina Wealth
State Registrations2 states
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