Michael Samuels
Michael Samuels is a registered investment advisor at Berthel Fisher & Company Financial Services, INC., based in Pittsburgh, PA, with 43 years of industry experience. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 2,942 clients with $800M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Berthel Fisher offers asset management services through various platforms. Fees are based on the amount of assets managed and are negotiable, with a maximum of 2.5% annually. Fees may be charged in advance or arrears, monthly or quarterly. Clients may incur additional charges from third parties, such as mutual fund expenses and IRA fees. Berthel Fisher prohibits purchases of 12b-1 fee-paying share classes in managed accounts. Clients should discuss the costs and benefits of each platform with their advisor to select the most suitable option.
Location
Pittsburgh, PA
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Regulatory History (1)
Customer Dispute
February 2003Other Business Activities
Michael is the treasurer for Graham Place Community Association, co-trustee for A.Z. & Fannie Pittler Foundation, Vice President for Jewish Residential Services, and a committee member for Jewish Scholarship Services of Greater Pittsburgh. These activities involve writing checks, budgeting, investing assets, distributing scholarships, serving on a board of directors, and allocating funds for college students.
Employment History
Current Registrations
Bfc Planning, INC.
Berthel, Fisher & Company Financial Services, INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Bpu Investment Management, INC.
Bpu Investment Management INC.Broker
J.J.B. Hilliard, W.L. Lyons, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Gruntal & CO. IncorporatedBroker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
Advest, INC.Broker
Babbitt, Myers & Company, INC.Broker
State Registrations12 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.