Samantha Muncy is a registered investment advisor at Evergreen Wealth Advisors, based in Raleigh, NC, with 21 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Investment Management, Tax Planning. Their firm serves 568 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 $1.0M | 0.84% |
| $1.0M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.60% |
Relationship pricing available for assets over $10,000,000. Evergreen, from time to time and in its sole discretion, can reduce or waive the monthly fee for individual Clients or segments of Clients.
Fee Estimator
Location
305 Church at North Hills Street, Floor 12, Suite 1250, Raleigh, NC, 27609
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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
Samantha is the Head of Customer Experience at Public Holdings, Inc., an investment-related holding company, since 2021. She dedicates about 10-20% of her time to this role, including time during securities trading hours.
Employment History
Current Registrations
Evergreen Wealth Advisors
Previous Registrations
Open to the Public Investing, INC.Broker
Edward Jones
Edward JonesBroker
State Registrations1 state
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