Sammy Michael Barsa

Chapin Davis Asset Management

34 Years of Experience

2 DisclosuresBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Chapin Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

24 advisors

Number of Clients

498 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$539.1M

Fee Structure

Minimum Investment:$50K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

Fee may be negotiated.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

Mendham, NJ

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History

Regulatory History (2)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Employment Separation After Allegations

October 2007

Employment Separation After Allegations

July 2002

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Sammy leases ground space at his home property to Verizon Wireless for a cell site, requiring minimal time. Sammy also sells health insurance and fixed/variable insurance products through Chapin Davis Insurance, dedicating a few hours per week to each activity.