Samir Thakkar
Samir Thakkar is a CFP-designated registered investment advisor at Prime Capital Financial, based in Overland Park, KS, with 36 years of industry experience. Samir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 19,012 clients with $30B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Prime Capital Financial offers asset management services where fees typically range from 1.00% to 1.50% annually, but can range from 0.25% to 2.50% of the assets in your account. Fees are negotiable based on factors like the advisor, client type, complexity, account composition, trading activity, potential deposits, client relationship, and total assets managed. Different advisors may charge different fees for the same services. Clients also pay transaction costs. Some clients may be charged performance-based fees. A minimum investment of $100,000 is required for the Opportunistic Growth Strategy.
Location
6201 College Blvd., Suite #150, Overland Park, KS, 66211
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2004Customer Dispute
March 2004Other Business ActivitiesSells Insurance
Samir is involved in various business activities, including business consulting/marketing, serving as a co-trustee/successor trustee, insurance brokerage, real estate investment, and personal investments in startups. He also serves on the advisory board for Kaygen and is the CFO for TIE South Coast OC, dedicating minimal time to each of these roles.
Employment History
Current Registrations
Prime Capital Financial
Previous Registrations
20/20 Capital Management, INC
Private Client Services, LLCBroker
20/20 Capital Management, INC
Ameritas Investment CORP
Ameritas Investment Company, LLCBroker
The Advisors Group, INC.
The Advisors Group, INC.Broker
Allmerica Investments, INC.Broker
Cigna Securities, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
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.