Samuel Moore is a CFP-designated registered investment advisor at Etf Model Solutions, LLC, based in Appleton, WI, with 8 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 108 clients with $18M 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 | 1.00% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $7.5M | 0.70% |
| $7.5M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $30.0M | 0.40% |
| $30M+ | 0.40% |
Fees represent ETF Model Solutions' advisory fee only. Clients also pay a Betterment platform fee of 0.16% (subject to change based on total platform assets), making total wrap fees range from 1.16% down to 0.54% plus platform fee for amounts over $30 million. ETF Model Solutions' fee is negotiable for larger accounts.
Fee Estimator
Location
W6272 Communication Court, Appleton, WI, 54914-8531
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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 a Wealth Advisor at Endowment Wealth Management, Inc. (EWM) and an Advisor at ETF Model Solutions, LLC (ETFMS), both SEC-registered investment advisers. He dedicates nearly full-time to EWM and a few hours per week to ETFMS, conducting financial planning and investment advisory activities in both roles.
Employment History
Current Registrations
Endowment Wealth Management, INC.
Etf Model Solutions, LLC
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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