Samuel Erdman is a CFP-designated registered investment advisor at Anchor Wealth Advisors, LLC, based in Cockeysville, MD, with 17 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 104 clients with $76M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are negotiable. EMBARK Financial automated services charge a flat 1.00% annual fee.
Fee Estimator
Location
232 Cockeysville Road, Suite B200, Cockeysville, MD, 21030
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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
Samuel is the Finance Manager of Smithouse Construction, LLC since 2019. This financial management role takes about 10% of his time during trading hours.
Employment History
Current Registrations
Anchor Wealth Advisors, LLC
Previous Registrations
Ronald Blue & CO., LLC
State Registrations2 states
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.
Exams
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