Samuel Hume
Samuel Hume is a registered investment advisor at Mercer Global Advisors INC., based in Granbury, TX, with 16 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 31,333 clients with $60B 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 | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Schedule is for Wealth Management and Ascend Group. Guided Investing starts at 1.10% for the first $1 million in managed assets with a lower minimum fee of $1,200. Wealth Path starts at 1.30% for the first $1 million with a minimum fee of $6,000.
Fee Estimator
Location
4425 East Highway 377, Suite 117, Granbury, TX, 76049
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2009Other Business Activities
Samuel is an owner/principal in several family-owned businesses centered around farming, ranching, and commercial real estate. These activities are not investment-related.
Employment History
Current Registrations
Mercer Global Advisors INC.
Previous Registrations
Lake Point Wealth Management, LLC
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
First Command Advisory Services
First Command Financial Planning, INC.Broker
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.