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Samuel Ross Hogan

Advisor at Windemere Advisors, LLC — Valdosta, GA

Updated today

Credentials

PFS™

Experience

11 years

Location

Valdosta, GA 31602

Windemere Advisors, LLC logo

Windemere Advisors, LLC

Independent

Total advisors

1

Clients per advisor

42 High

Avg AUM per client

$566,970 Typical

HNW client ratio

69% Very High

About

Samuel Hogan is a financial advisor at Windemere Advisors, LLC in Valdosta, GA, holding the PFS™ designation with 11 years of industry experience. He has been with Windemere Advisors since 2015 and has more than 25 years of experience as a CPA through his own firm, Samuel R. Hogan, CPA, PC. He is also a CPA/PFS partner at Plummer Hogan, LLP and acts as trustee for individual trusts. Windemere Advisors, LLC is an independent, single-advisor firm providing discretionary portfolio management, financial planning, and third-party adviser selection to individual and high-net-worth clients. The firm follows modern portfolio theory with a long-term approach and manages approximately $23.8 million across about 42 client accounts.

Client services

Based on Windemere Advisors, LLC

Financial planning Portfolio management Selection of other advisers

Expertise

Based on Windemere Advisors, LLC

Wealth management

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Fee options

Percentage

$0 - $100,000: 1.00% $100,001 - $500,000: 0.85% $500,001 - $1,000,000: 0.75% $1,000,001 - $2,000,000: 0.50% $2,000,001 - $3,000,000: 0.45% $3,000,001+: 0.40%

Project-based

$176 to $225 per hour for financial planning services

Location

Valdosta, GA

2701 Windemere Drive

Valdosta GA 31602

Advisors at this office

1

Most active in

Alabama · Georgia

Work history

11 years of industry experience

Windemere Advisors, LLC

2015 - Present • 11 years

Valdosta, GA

Samuel R. Hogan, CPA, PC

2001 - Present • 25 years

Valdosta, GA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Valdosta, GA

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Retirement income strategy Wealth management Real estate investing
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Valdosta, GA

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