Samuel Hubbard
Samuel Hubbard is a CFA-designated registered investment advisor at T.R.U.E. Coastal Capital, LLC, based in Savannah, GA, with 13 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 176 clients with $110M 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 | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. Clients and T.R.U.E. Coastal Capital may agree that all assets are billed on a non-tiered schedule, meaning cumulative assets are billed at the annual fee percentage above, unless otherwise negotiated, within the range for cumulative assets.
Fee Estimator
Location
21 East York Street, Savannah, GA, 31401
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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 ActivitiesSells Insurance
Samuel is an independent insurance agent since 2014, dedicating a few hours per week to analyzing existing policies and determining if new policies are required. He is also the managing principal of Coastal Divorce Advisors, LLC since 2015, spending a few hours per week offering divorce financial planning, expert witness testimony, and settlement evaluation services.
Employment History
Current Registrations
T.R.U.E. Coastal Capital, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations2 states
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