Samuel Deane is a registered investment advisor at Rora Wealth, INC., based in Atlanta, GA, with 4 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, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 32 clients with $14M 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 $250K | 0.50% |
| $250K - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.65% |
Fee Schedule 1 (ETF Strategies): 0.50% on all accounts. Fee Schedule 3 (Option Strategies): 1.50% on all accounts. When a sub-advisor is used, their fee is included in the above schedule. Fees are negotiable.
Fee Estimator
Location
Atlanta, GA
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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 the principal owner of a media entity, earning compensation through writing and public speaking. These activities take about 10-20% of Samuel's time.
Employment History
Current Registrations
Rora Wealth, INC.
State Registrations3 states
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