Samuel Mark Atherton
SA
CFP

Samuel Mark Atherton

20 Years of Experience

Firm Information

Samuel Mark Atherton
Compensation
Fee-Only (AUM)
Firm Size
68 advisors
Compensation
Fee-Only (AUM)
Number of Advisors
68 advisors
Number of Clients
3,976 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$4.7B

Fee Structure

Minimum Investment:$500K
Financial Plan Fee:$1,000 - $25,000

Apella Capital, LLC charges fees based on a percentage of assets under management, with a maximum annual fee of 1.50%. They have a minimum account size of $500,000, but may waive this at their discretion. Financial planning services are offered for a fixed fee ranging from $1,000 to $25,000, depending on complexity. Fees may vary depending on when the client was introduced to Apella or which office location is servicing the client. Apella Ascent fees are .50% on assets under management.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEducation Planning
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Advisor Information

Office location

11107 Sunset Hills Road, Suite 220, Reston, VA, 20190

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Apella Wealth
April 2024 - Present · 1 yr 9 mos
Previous Registrations
Clearlogic Financial, INC.
August 2006 - May 2024 · 17 yrs 9 mos
Ticknor Financial, INC.
September 2003 - November 2004 · 1 yr 2 mos
State Registrations3 states
CTTXVA
Advisor
Exams
No exam information available for this advisor.
Samuel Mark Atherton - Financial Advisor | AdvisorDiscover