Samuel Berdine
Samuel Berdine is a CFP-designated registered investment advisor at Western Wealth Management LLC, based in Beaver Falls, PA, 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 Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
621 7th Ave., Beaver Falls, PA, 15010
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel operates under Western Wealth Advisors and Jumet Financial, LLC as DBAs for his LPL business. He also provides full-time administrative support to Western Wealth Management LLC, an independent investment advisor firm.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
State Registrations1 state
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