Samuel Simpson is a CFP-designated registered investment advisor at Capital Square, LLC, based in Waco, TX, with 33 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, Insurance Planning, and 3 more. Their firm serves 715 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable with a maximum annual fee of 2% of assets under management.
Fee Estimator
Location
5006 Lakeland Circle, Suite 101, Waco, TX, 76710
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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 →Other Business Activities
Samuel owns and manages Sam Simpson, a real estate investment business involved in acquisition, management, development, leasing, and sales. He spends minimal time on this activity.
Employment History
Current Registrations
Capital Square, LLC
Previous Registrations
Bellwether Investment Group, LLC
Morgan Stanley
Citigroup Global Markets INC.
State Registrations3 states
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
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