Samuel Soots is a CFP-designated registered investment advisor at Timonier, based in Winston Salem, NC. 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 198 clients with $450M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Timonier will forego advisory fees on second-generation client accounts until they reach a $50,000 level. Timonier waives all fees associated with the implementation and advisement of investments directed to college 529 savings plans.
Fee Estimator
Location
121 Reynolda Village, Suite B, Winston Salem, NC, 27106
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Timonier
State Registrations1 state
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