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Yassir Samra

10 Years of Experience
Old Bridge, NJ
May Earn Commission

Yassir Samra is a registered investment advisor at Skyy Financial Group, LLC, based in Old Bridge, NJ, with 10 years of industry experience. Their practice areas include Investment Management. Their firm serves 3 clients with $370K in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$122K average
Assets Under Management
$365K

Fee Structure

Investment management only (planning not offered)
Minimum Annual Fee:$4,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $25K43.20%
$25K - $50K36.00%
$50K - $75K33.60%
$75K - $100K32.40%
$100K - $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are negotiable. Accredited investors may participate in a "hedge fund" with a "2 and 25" rule (2% of assets and 25% of gains).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Old Bridge, NJ

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Skyy Financial Group, LLC
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Skyy Financial Group, LLC
February 2016 - December 2020 · 4 yrs 10 mos
State Registrations1 state
NJ
Advisor

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
No exam information available for this advisor.
Yassir Samra - Financial Advisor | TrueAdvisor