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Samuel Hearn
2 Years of Experience
Charlotte, NC
1 Disclosure
Samuel Hearn is a registered investment advisor at Wealthspire Retirement Advisory, based in Charlotte, NC, 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 Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
147 advisors
Number of Clients
7,532 clients
Average Client Portfolio
$5.1M average
Assets Under Management
$38.6B
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
1901 Roxborough Rd, Charlotte, NC, 28211
Get directionsHistory
Regulatory History (1)
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Employment Separation After Allegations
May 2024Employment History
Current Registrations
Wealthspire Retirement Advisory
July 2026 - Present · 3 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
May 2023 - June 2024 · 1 yr 1 mo
Vanguard Marketing CorporationBroker
April 2022 - February 2023 · 10 mos
State Registrations1 state
NC
Advisor
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
No exam information available for this advisor.
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