Samuel Reed
Samuel Reed is a registered investment advisor at Charles Schwab & CO., INC., based in New York City, NY, with 14 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, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
60 E 42nd St, Ground Floor, New York City, NY, 10165-0007
Get directionsHistory
Regulatory History (1)
Financial
December 2016Other Business ActivitiesSells Insurance
Samuel owns rental real estate property since 2006, where he deposits rent checks and pays property expenses. He also receives annual trailer commissions as an insurance broker for life insurance policies sold to clients.
Employment History
Current Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
E*trade Securities LLCBroker
Morgan Stanley
Morgan StanleyBroker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
MML Investors Services, LLCBroker
Capital One Advisors, LLC
Capital One Investing, LLCBroker
Morgan Stanley
Morgan StanleyBroker
PNC Investments
PNC InvestmentsBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.