Samuel Mccoy is a CFP-designated registered investment advisor at Tenacity Private Wealth, based in Powell, OH, with 10 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, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 50 clients with $41M 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 | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Advisory and Consulting Fees may be negotiated, lowered or waived for family, friends, existing relationship or based upon the complexity level of the client situation.
Fee Estimator
Location
Powell, OH
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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 is the treasurer for the Upper Arlington Men's Lacrosse Program since August 2019 and a board member and on the finance committee for the Upper Arlington Education Foundation since January 2023, dedicating minimal time outside of business hours. Samuel is also the principal and owner of Tenacity Tax, LLC, providing tax preparation services.
Employment History
Current Registrations
Tenacity Private Wealth
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations2 states
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