Samuel Smith
Samuel Smith is a registered investment advisor at Steward Partners Investment Advisory, LLC, based in Nolensville, TN, with 5 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 35,105 clients with $28B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Steward Partners offers investment management through various programs. Fees are negotiable and are calculated as a percentage of the assets managed. The maximum program fee is 2.50% annually. There are minimum new account values, but no minimum quarterly program fees are listed for the Steward Partners Discretionary Portfolios and Steward Partners Guided Portfolios. The amount of compensation Steward Partners receives varies between advisory programs and services, creating a potential conflict of interest.
Location
2061 Kidd Road, Nolensville, TN, 37135
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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.
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Samuel owns Samuel Fine Art, where he paints and sells art, dedicating a few hours per week. He is also an independent contractor and financial advisor with Aull Wealth Team, dedicating about half of his time to this role.
Employment History
Current Registrations
Steward Partners Investment Advisory, LLC
Steward Partners Investment Solutions, LLCBroker
Previous Registrations
Sagespring Wealth Partners
Raymond James Financial Services, INC.Broker
Allstate Financial Services, LLCBroker
State Registrations29 states
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