Samuel Hogan is a PFS-designated registered investment advisor at Windemere Advisors, LLC, based in Valdosta, GA, 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 Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 42 clients with $24M 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 $100K | 1.00% |
| $100K - $500K | 0.85% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $3.0M | 0.45% |
| $3M+ | 0.40% |
Fees are generally negotiable and total annual fees will not exceed 2.00% of assets under management. Other programs: Third-party manager SEI at a total fee of 1.85% (1.00% for Windemere Advisors and 0.85% for the third party).
Fee Estimator
Location
2701 Windemere Drive, Valdosta, GA, 31602
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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 is a CPA/PFS Partner at Plummer Hogan, LLP and owner of Mid-Town Partners, LLC, which invests in residential rental properties. He also acts as trustee of trusts not managed by his firm.
Employment History
Current Registrations
Windemere Advisors, LLC
Previous Registrations
Ashworth Sullivan Wealth Management Group
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.
Exams
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