Samuel Newland
Samuel Newland is a registered investment advisor at Lighthouse Investment Advisors, INC., based in Canton, GA, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 86 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual fee is negotiable. Financial planning services are available at no additional cost as part of the asset management services fee paid by advisory Clients.
Fee Estimator
Location
Canton, GA
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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 the owner and an insurance agent at Lighthouse Financial, Inc. since 2017, selling life, health, and annuity products, dedicating about a quarter of his time to this activity.
Employment History
Current Registrations
Lighthouse Investment Advisors, INC.
State Registrations2 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.