Samuel Sweitzer is a CFA-designated registered investment advisor at Anson Analytics, based in Tyrone, GA, with 22 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 117 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $30.0M | 0.35% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.25% |
Advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
160 Greencastle Road, Suite C, Tyrone, GA, 30290
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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 Activities
Samuel is a pilot for Delta Airlines since 1999, flying MD'88s. He sometimes dedicates a few hours per week to Delta during securities trading hours.
Employment History
Current Registrations
Anson Analytics
Previous Registrations
Derbend Asset Management
State Registrations1 state
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