Samuel Mcgee
Samuel Mcgee is a CFA-designated registered investment advisor at Crestmont Private Wealth LLC, based in Boerne, TX, with 21 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 177 clients with $300M 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 | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.30% |
Fee schedules are negotiable and may be aggregated on a family basis.
Fee Estimator
Location
604 S. Main, Boerne, TX, 78006
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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 agent providing fixed insurance solutions through ASH Brokerage, Inc., dedicating minimal time. He also owns SKIS Holdings LLC, is a member of the Texas Board of Professional Geoscientists, and is involved with the Texas Hill Country Mustang Club and the Kendall County Republican Party, each requiring minimal time.
Employment History
Current Registrations
Crestmont Private Wealth LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Avondale Wealth Management LLC
Bbva Compass Investment Solutions, INCBroker
Wachovia Securities, LLCBroker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations1 state
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.