Samuel Runyan is a registered investment advisor at Charles Schwab & CO., INC., based in Cheyenne, WY, with 25 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
1802 Dell Range Blvd, Suite 1, Cheyenne, WY, 82009
Get directionsHistory
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 part owner of Jefferson Manor LLC, Windy Point RV Community LLC, and High Plains Leasing LLC, all investment-related real estate and personal property ventures. He spends minimal time managing these rental properties.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations48 states
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