Samuel Elmore is a CFA-designated registered investment advisor at Nisa Investment Advisors, LLC, based in St. Louis, MO, with 2 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 440 clients with $340B 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 |
|---|---|
| Any | 0.10% |
Rates vary by strategy (e.g., U.S. Government Fixed Income at 0.10% on first $500M, Credit Fixed Income at 0.225% on first $100M, Aggregate Index at 0.125% on first $1.5B, Custom Credit at 0.30% on first $50M, Direct Indexing Equity at 0.20% on first $100M). Balances above initial tiers are negotiable. Firm frequently requires a minimum quarterly or annual fee.
Fee Estimator
Location
7676 Forsyth Blvd Suite 1100, St. Louis, MO, 63105-4141
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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 owns 135 acres of farmland since 2017. He provides seasonal help on weekends during the spring and fall, dedicating approximately 8 hours per day on Saturdays and Sundays during those seasons.
Employment History
Current Registrations
Nisa Investment 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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