Samuel Epstein
Samuel Epstein is a registered investment advisor at Hurwitz Associates, INC., based in Belle Harbor, NY, with 38 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 106 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.50% |
| $500K - $1.5M | 2.00% |
| $1.5M - $2.5M | 1.50% |
| $2.5M+ | 1.25% |
Fees are generally negotiable and may be tailored to meet client requirements.
Fee Estimator
Location
Belle Harbor, NY
Get directionsHistory
Regulatory History (5)
Customer Dispute
February 2014Customer Dispute
March 2012Customer Dispute
March 2006Customer Dispute
November 1990Customer Dispute
August 1990Other Business Activities
Samuel is the COO of TGI Solar Power, dedicating about a quarter of his time to applying new technology to smart city construction. He is also the President of GeoVal LLC (consulting) and a board member for both Touro College and Congregation Ohav Zedek, spending minimal time on each.
Employment History
Current Registrations
Hurwitz Associates, INC.
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations2 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.