Samuel Asare
Samuel Asare is a ChFC-designated registered investment advisor at Laser Wealth Management, Lc, based in Kensington, MD, with 13 years of industry experience. Samuel 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Laser charges a maximum annual fee of 1.00% of the assets but fees are negotiable. Matson Money also receives fees of 0.50% per year from the Matson Fund in which clients are recommended to invest. These fees do not include brokerage fees.
Fee Estimator
Location
10410 Kensington Parkway, Suite 308, Kensington, MD, 20895
Get directionsHistory
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
Samuel is an insurance agent, managing principal, and senior strategist at Laser Wealth Management, focusing on insurance product sales and services since February 2024, dedicating minimal time to this business. He also works as an enrolled agent/bookkeeper providing tax planning and filing services, dedicating about 10-20% of his time to this activity since February 2024.
Employment History
Current Registrations
Laser Wealth Management, Lc
Previous Registrations
Lifetyme Financial Advisors, LLC
State Registrations3 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.