Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are calculated as a flat fee, asset-based fee, or a combination of both. Hourly consulting services are also available. Fees depend on portfolio size, scope of work, client location, travel requirements, and number of meetings. Specific fee details are in the client agreement.
Areas of Practice
Advisor Information
Office location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
Get directionsRegulatory 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 volunteers with the CFP Board, serves as a pro-bono financial advisor for Bradley Angle, and is on the finance committee for Oregon Hillel. These activities take minimal time each month.