Samuel Webb is a registered investment advisor at Bentoak Capital, based in Houston, TX, 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, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 798 clients with $970M 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 $500K | 1.35% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.15% |
| $2.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Fees are negotiable based on account size, complexity, and relationship length. Accounts over $7,000,000 have negotiable rates.
Fee Estimator
Location
730 N Post Oak Rd, Suite 120, Houston, TX, 77024
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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 a member of The Webb Law Firm, PLLC, providing legal services and general management, dedicating full-time hours to this role. He also has a personal real estate investment entity, Gulf Plains Capital Group, LLC, requiring minimal time.
Employment History
Current Registrations
Bentoak Capital
Previous Registrations
Freedom Day Solutions, LLC
Hightower Advisors, LLC
Frontier Investment Management CO
State Registrations1 state
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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