Samuel Denton
Samuel Denton is a registered investment advisor at Denton Wealth Strategies LLC, based in Baton Rouge, LA, with 7 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 26 clients with $3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Velo Wealth charges an annual fee between 0.80% and 1.00% of your portfolio's value. The fee is calculated and paid monthly, in advance. The exact percentage depends on your needs and the complexity of your situation and is negotiable.
Location
9522 Brookline Avenue, Suite 103, Baton Rouge, LA, 70809
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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 ActivitiesSells Insurance
Samuel is involved with DWS Consulting LLC, providing consulting services to business owners in areas such as credit repair, tax incentives, insurance, and bookkeeping since 2016. He dedicates minimal time to this activity.
Employment History
Current Registrations
Denton Wealth Strategies LLC
Previous Registrations
Prosperity Economics Partners, LLC
State Registrations1 state
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.