SM
SM

Samuel Mcdermott

17 Years of Experience
Columbus, OH
Broker

Samuel Mcdermott is a registered investment advisor at Nationwide Securities, LLC, based in Columbus, OH, 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 Retirement Planning. Their firm serves 105 clients.

Compensation
Fee-Only (% of Portfolio)
Firm Size
26 advisors
Number of Clients
105 clients
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.65%
$100K - $250K0.60%
$250K - $400K0.55%
$400K - $500K0.50%
$500K+0.45%

These fees are for the ProAccount Investment Advisory Program and are paid to Nationwide Investment Advisors (NIA), an affiliate of Nationwide Securities. Clients also pay administrative fees to Nationwide Trust Company (NTC) and internal expenses for the mutual funds they invest in.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

One Nationwide Plaza, Columbus, OH, 43215

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Nationwide Securities, LLC
July 2016 - Present · 9 yrs 10 mos
Nationwide Securities, LLCBroker
October 2008 - Present · 17 yrs 7 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.