Samantha Thomas is a CFP-designated registered investment advisor at Waterford Advisors, LLC, based in Orchard Park, NY, with 1 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 351 clients with $400M 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 | 1.20% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Fees are paid quarterly in advance. For model portfolio management services through Orion Portfolio Solutions, Waterford Advisors charges an additional fee ranging from 0.35% to 0.65%.
Fee Estimator
Location
3858 North Buffalo Rd, Suite 2, Orchard Park, NY, 14127
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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 →Employment History
Current Registrations
Waterford Advisors, LLC
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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