Samuel Heroux is a registered investment advisor at Sc&h Wealth, based in Hunt Valley, MD, with 4 years of industry experience. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 8 more. Their firm serves 676 clients with $1.2B 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 | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.60% |
| $25.0M - $50.0M | 0.50% |
| $50M+ | 0.25% |
Schedule reflects SC&H Wealth Management rates. SC&H Core uses a separate fee schedule starting at 1.65% for accounts up to $50,000 with no minimum annual fee. Fees are negotiable.
Fee Estimator
Location
226 Schilling Circle, Ste 300, Hunt Valley, MD, 21031
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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 Activities
Samuel works for SC&H Group, Inc., the parent company of SC&H Financial Advisors, Inc., handling employee benefits and corporate activities as needed. He also provides tax planning and accounting services as an Enrolled Agent to clients of both SC&H entities, with workload varying based on tax deadlines.
Employment History
Current Registrations
Sc&h Wealth
State Registrations2 states
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Exams
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