Samuel Watkins is a registered investment advisor at Truenorth Wealth, based in Murray, UT, with 9 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 4 more. Their firm serves 975 clients with $1.3B 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 $1.0M | 0.88% |
| $1.0M - $2.0M | 0.82% |
| $2.0M - $4.0M | 0.74% |
| $4.0M - $6.0M | 0.68% |
| $6.0M - $10.0M | 0.62% |
| $10M+ | 0.62% |
Fees are negotiable. Certain engagements may be charged an annualized fee that exceeds the tiered schedule, but under no circumstances will the fee exceed 1.00% of assets under management. Comprehensive financial planning is included.
Fee Estimator
Location
1935 Vine Street, 120, Murray, UT, 84121
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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 →Employment History
Current Registrations
Truenorth Wealth
Previous Registrations
Truenorth Wealth
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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