Samuel Holm is a registered investment advisor at Vantage Point Wealth Management, based in Cody, WY, with 8 years of industry experience. Samuel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,223 clients with $330M 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 $100K | 2.50% |
| $100K - $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable based on historical relationships, account composition, and asset amounts. Other LPL advisory programs have maximum annual fees ranging from 0.95% to 3.0%.
Fee Estimator
Location
Cody, WY
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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 president of Cody Basketball Officials LLC, managing scheduling and finances, and coaches the Freshman Girls basketball team for Cody High School. He also owns Rafter SH Outside Company LLC, an online apparel store, and handles all aspects of the business, dedicating minimal time to each activity.
Employment History
Current Registrations
Vantage Point Wealth Management
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLCBroker
Ameriprise Financial Services, INC.Broker
State Registrations12 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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