John Sampers
John Sampers is a registered investment advisor at Sfi Advisors, LLC, based in Montclair, NJ, with 32 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 304 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual management fee starts at 1.25% and can be discounted down to 0.65% based on asset value, service complexity, and administration level. Fees are negotiable.
Fee Estimator
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 Registrations21 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.
Exams
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