Samuel Emmer is a registered investment advisor at Endurance Financial Group, based in St. Paul, MN, 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 Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 22 clients with $16M 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 $500K | 1.35% |
| $500K - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $15.0M | 0.60% |
| $15M+ | 0.30% |
Fees are negotiable. The annual fee is based on an aggregate value of all managed accounts within the Client’s established household. EFG has a minimum fee requirement of $6,750. The minimum fee may be reduced or waived at the Advisor’s discretion.
Fee Estimator
Location
3475 Willow Lake Blvd, Suite 400, St. Paul, MN, 55110
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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 →Employment History
Current Registrations
Endurance Financial Group
State Registrations3 states
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