Thomas Beattie is a CFP-designated registered investment advisor at Samalin Wealth, based in Chappaqua, NY, with 30 years of industry experience. Thomas 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 (1)
Employment Separation After Allegations
December 2010Employment History
Current Registrations
Samalin Wealth
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
Painewebber IncorporatedBroker
Gruntal & CO., L.L.C.Broker
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.