Samuel Muse is a CFP-designated registered investment advisor at Fi3 Financial Advisors, LLC, based in Indianapolis, IN, with 11 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 258 clients with $1.1B 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 $5.0M | 0.65% |
| $5.0M - $15.0M | 0.45% |
| $15.0M - $30.0M | 0.35% |
| $30M+ | 0.25% |
Fees are charged quarterly in advance. A base cost of service also applies depending on family net worth.
Fee Estimator
Location
8900 Keystone Crossing, Suite 225, Indianapolis, IN, 46240
Get directionsHistory
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 is a Director at the Presbyterian Foundation, focusing on board governance, and the Treasurer and Board Member for Penrod Society LTD, focusing on governance and financial management. These activities require minimal time.
Employment History
Current Registrations
Fi3 Financial Advisors, 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.
Exams
More Advisors
- Thays Cardoso, CFPFi3 Financial Advisors, LLC
- Garrett Kern, CFPFi3 Financial Advisors, LLC
- Alexander Alessia, CFPFi3 Financial Advisors, LLC
- Matthew Simpson, CFPFi3 Financial Advisors, LLC
- Kirstyn Simon, CFPFi3 Financial Advisors, LLC
- Ivan Hoffman, CFPFi3 Financial Advisors, LLC