Samuel Heveroh
Samuel Heveroh is a CFP-designated registered investment advisor at Stonebridge Financial Group, LLC, based in St. Louis, MO, with 6 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 846 clients with $2.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Stonebridge Financial Group's wealth management fees range from 0.50% to 2.00% annually, based on the amount you invest, the complexity of your situation, and your overall relationship with Stonebridge. These fees are taken from your account monthly. Fees may be negotiable. The total fee, including fees paid to outside investment managers Stonebridge may use, will not exceed 2.50% annually.
Location
3770 South Lindbergh Boulevard, Suite 102, St. Louis, MO, 63127
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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 ActivitiesSells Insurance
Samuel sells fixed insurance, dedicating about 10-20% of his time to it, and owns SSH Financial, LLC, which facilitates securities, advisory, and insurance business. He is also a co-owner of Stonebridge Financial Group, LLC, which facilitates securities, advisory, insurance business, and tax preparation services, spending minimal time on this, and provides tax preparation services through Stonebridge Financial Group, LLC.
Employment History
Current Registrations
Stonebridge Financial Group, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
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.