Samuel Oliphant is a CFA, CFP-designated registered investment advisor at Wallington Asset Management, based in Indianapolis, IN, with 5 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 337 clients with $1.3B 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Schedule reflects the Equity and Balanced Account Fee Schedule. Other programs include 100% Fixed Income (0.50% down to 0.30%) and Capital Advisory Program using mutual funds and exchange-traded funds (0.60% down to 0.25%). Fees are negotiable.
Fee Estimator
Location
8900 Keystone Crossing, Suite 1015, Indianapolis, IN, 46240-2134
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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
Wallington Asset Management
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.
Exams
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