Samuel Shikiar is a CFA-designated registered investment advisor at Shikiar Asset Management INC, based in New York, NY, with 11 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 141 clients with $530M 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 $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees on balances above or below the amounts set forth above are determined on a case-by-case basis. Under certain circumstances, the management fee is negotiable.
Fee Estimator
Location
1350 Avenue of the Americas, Ste. 1608, New York, NY, 10019
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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 →Employment History
Current Registrations
Shikiar Asset Management INC
Previous Registrations
Goldman Sachs & CO. LLCBroker
State Registrations1 state
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