Samuel Eberts is a registered investment advisor at Smith & Wyatt, based in College Station, 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 Financial Planning & Coaching, Investment Management. Their firm serves 724 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Smith & Wyatt offers portfolio management services where they manage your investments for you. The annual fee ranges from 0.25% to 1.5% of your portfolio's value, depending on the size of your account and the custodian used. This fee is calculated each quarter based on your portfolio balance at the end of the billing period. There may be a $600 initial account setup fee, which may be waived. Fees are negotiable.
Location
511 University Dr. E, Suite 210, College Station, TX, 77840
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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 works as a retirement planner for Dugan Brown Federal Retirement Experts, educating federal employees on their retirement benefits and providing financial planning. This activity takes nearly all of Samuel's time.
Employment History
Current Registrations
Smith & Wyatt
Previous Registrations
Corecap Advisors
State Registrations7 states
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