Samuel Vonderheide is a registered investment advisor at Atlas Brown, based in Louisville, KY, with 12 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 448 clients with $570M 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 $1.0M | 2.00% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $25.0M | 0.60% |
| $25M+ | 0.50% |
The typical annualized fee is between 0.75% and 1.00% (may include breakpoints) depending upon the market value of the assets under management, the type of investment management services to be rendered, and the Family Office Services required by each client. The management fee is subject to negotiation and Atlas Brown may charge a lesser investment management fee in certain circumstances (e.g., discounted fees for employees).
Fee Estimator
Location
333 East Main Street, Suite 400, Louisville, KY, 40202-1259
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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.
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Samuel supports fundraising for the Louisville Zoo, dedicating minimal time. He also works as a warehouse attendant for an event merchandising company for a few hours per week, and spends nearly full-time as an IAR at Atlas Brown.
Employment History
Current Registrations
Atlas Brown
Previous Registrations
Private Client Services, LLCBroker
Touchstone Securities, INC.Broker
State Registrations1 state
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