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Samuel Hyland

13 Years of Experience
Wilmington, DE

Samuel Hyland is a registered investment advisor at Walnut Green Asset Management, LLC, based in Wilmington, DE, with 13 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 8 clients with $92M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
8 clients
Average Client Portfolio
$11.5M average
Assets Under Management
$92.0M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.50%

Fees are negotiable based on the type of client, the complexity of the client's situation, the composition of the client's account, and the relationship of the client with the investment adviser representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1301 Walnut Green Rd., Wilmington, DE, 19807

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Samuel is a semi-passive investor in Rukket LLC and is involved with real estate investment properties through Lord Howe LLC and D&B Properties. He also holds limited partnership and minority ownership positions in Chalk Creek SLP, LP, LiveOne LLC, and Bredin LLC, spending about 10% of his time on these activities.

Employment History
Current Registrations
Walnut Green Asset Management, LLC
March 2013 - Present · 13 yrs 2 mos
State Registrations2 states
DETX
Advisor

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Exams
No exam information available for this advisor.