Samuel Merrick is a registered investment advisor at Horizon Financial Services, LLC, based in Winston Salem, NC, with 1 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, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more. Their firm serves 400 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Horizon Financial Services offers several investment management options:
- Asset Management: Annual fee between 0.60% and 2.00% of your portfolio, paid monthly.
- Variable Annuity Solution: Annual fee between 0.60% and 1.00% of your portfolio, paid quarterly.
- Mutual Fund Direct Solution: Negotiable flat percentage with a maximum rate of 1% annually, paid quarterly.
- Donor Advised Funds: No fees charged by Horizon Financial Services.
- Co-Advisor Services: Maximum annual fee of 1.70%, billed monthly or quarterly.
- ERISA 3(21) Services: Maximum annual fee of 1% of plan assets, billed quarterly.
Location
3880 Vest Mill Rd., Suite 100, Winston Salem, NC, 27103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Horizon Financial Services, LLC
State Registrations1 state
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