John Sampers is a registered investment advisor at Sfi Advisors, LLC, based in Montclair, NJ, with 31 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 295 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SFI Advisors' annual fee for managing your investments starts at 1.25% and can be discounted to 0.65%, depending on the value of your assets, the type of services provided, and the level of administration requested. The fee is negotiable based on your individual circumstances. Fees are billed quarterly, based on the average daily balance.
Location
79 Midland Ave., Montclair, NJ, 07042
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
John manages real estate property through Osprey Pointe LLC and is involved with SFI Insurance Services, Inc. for insurance service support, dedicating minimal time to each. He also serves as Chief Compliance Officer for SFI Advisors, spending nearly full-time hours on registered representative activities, and owns 4860 W Morenos LLC, spending minimal time on administrative tasks.
Employment History
Current Registrations
Sfi Advisors, LLC
Private Client Services, LLCBroker
Previous Registrations
Kestra Advisory Services, LLC
NFP Advisor Services, LLC
Kestra Investment Services, LLCBroker
Fortis Investors, INC.Broker
State Registrations20 states
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