Patrick Thuemmel is a CFP-designated registered investment advisor at Samalin Wealth, based in Coppell, TX, with 19 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 521 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Samalin Wealth charges an annual fee for managing your investments, ranging from 0.50% to 2.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly, in advance. You can add or withdraw money from your account at any time, but withdrawals may affect your investment goals.
Location
537 Houston Street, Coppell, TX, 75019
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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
Patrick is a licensed insurance agent. He spends about 10% of his time or less on this activity.
Employment History
Current Registrations
Samalin Wealth
Previous Registrations
Northwest Asset Management
Spc
Sigma Financial CorporationBroker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
Mcgowan Group Asset Management, INC.
Spire Securities, LLCBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H.D. Vest Investment ServicesBroker
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.