Sam White
Sam White is a registered investment advisor at White, Dunkirk $ Price Investment Advisory INC., based in Temecula, CA, with 29 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 20 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
White, Dunkirk & Price Investment Advisory charges an annual fee based on a percentage of your portfolio's value, ranging from 0.005% to 1.00%, depending on the size and complexity of the account. Fees are billed every three months in advance, based on the market value of your account at the beginning of each period.
Location
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White, Dunkirk $ Price Investment Advisory INC.
State Registrations1 state
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