Samuel Baynes
Samuel Baynes is a registered investment advisor at Baynes Investment Counsel LLC, based in Fort Worth, TX, with 15 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, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 203 clients with $95M 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 $200K | 2.00% |
| $200K - $500K | 1.50% |
| $500K+ | 1.25% |
Fees are generally negotiable. Qualified clients can pay 1.00% of assets under management plus 10.00% of capital appreciation.
Fee Estimator
Location
801 Cherry Street, Ste 2310, Fort Worth, TX, 76102
Get directionsHistory
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
Samuel is the CEO of a private equity firm offering private investments to accredited investors, starting in September 2023. He dedicates about a quarter of his time to this business, including a few hours per week during trading hours.
Employment History
Current Registrations
Baynes Investment Counsel LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Ifp Securities, LLCBroker
Securities America Advisors, INC.
Securities America, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Farmers Financial Solutions, LLCBroker
State Registrations3 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.