Laurance Kersh is a CFP-designated registered investment advisor at Samalin Wealth, based in Chappaqua, NY, with 17 years of industry experience. Laurance operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 521 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Samalin Wealth charges an annual fee for managing your investments, ranging from 0.50% to 2.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly, in advance. You can add or withdraw money from your account at any time, but withdrawals may affect your investment goals.
Location
297 King Street, Chappaqua, NY, 10514
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Regulatory History (1)
Customer Dispute
May 2009Employment History
Current Registrations
Samalin Wealth
Previous Registrations
UBS Financial Services INC.
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations1 state
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.