Andrew Samalin is a CFP-designated registered investment advisor at Samalin Wealth, based in Chappaqua, NY, with 25 years of industry experience. Andrew 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
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is the president of Samalin Investment Counsel, LLC since 2007. He also works as a mortgage broker a few hours per week and is involved with Samalin Divorce Finance, dedicating about 10-20% of his time.
Employment History
Current Registrations
Samalin Wealth
Previous Registrations
Wachovia Securities, LLC
Prudential Securities Incorporated
State Registrations2 states
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