Samuel Brasher is a registered investment advisor at The Professional Financial Company LLC, based in Orem, UT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 245 clients with $360M 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 $800K | 1.50% |
| $800K - $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Portfolio management fees are not negotiable. Certain legacy clients have been waived into a prior fee schedule that differs from the fee schedule described above; such clients should refer to their specific Investment Advisory Agreement for a complete description of the applicable fee schedule.
Fee Estimator
Location
384 W Center St, Orem, UT, 84057
Get directionsHistory
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 works as an accountant for Helu Capital, starting in September 2024. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Galleon Wealth Advisors LLC
Previous Registrations
The Professional Financial Company LLC
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
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.