Samuel Skreen
Samuel Skreen is a CFP-designated registered investment advisor at Newbore Wealth Management, INC., based in Gladstone, OR, 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 Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 494 clients with $160M 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5M+ | 0.65% |
Fees may be negotiable based on various factors.
Fee Estimator
Location
15 82nd Drive, Suite 220, Gladstone, OR, 97027
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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 involved with Bacon Newbore Financial Consultants, Inc., Newbore Wealth Management Inc (and its DBAs), and Beacon Property Group LLC. He spends about 10-20% of his time providing investment advisory services through Newbore Wealth Management Inc and minimal time on real estate rental.
Employment History
Current Registrations
Newbore Wealth Management, INC.
LPL Financial LLCBroker
Previous Registrations
Newbore Wealth Management, INC.
LPL Financial LLC
State Registrations3 states
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