Shenandoah Sampson is a CFP-designated registered investment advisor at Invera Wealth Advisors LLC, based in Bend, OR, with 7 years of industry experience. Shenandoah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 139 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Invera Wealth charges a percentage of your portfolio each year for wealth management services. The fees range from 1.00% to 2.00% annually, depending on the scope and complexity of services, the amount of assets managed, and the overall relationship. Fees are paid quarterly, in advance.
Location
Bend, OR
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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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Shenandoah owns rental property in Costa Rica since April 2024. She spends minimal time communicating with the property manager regarding property needs, as the property does not currently have renters.
Employment History
Current Registrations
Invera Wealth Advisors LLC
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
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.