AS
AS

Alayne Sampson

4 Years of Experience
San Diego, CA

Alayne Sampson is a registered investment advisor at Chandler Asset Management INC, based in San Diego, CA, with 4 years of industry experience. Alayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 259 clients with $45B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
259 clients
Average Client Portfolio
$174.9M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.25%

Rates vary by strategy: Fixed income management is 0.15% annually (with a $20M minimum), and multi-asset class management is 0.25% annually (with a $1M minimum). Fees are negotiable on a case-by-case basis.

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

9255 Towne Centre Drive, Suite 600, San Diego, CA, 92121

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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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Other Business Activities

Alayne serves as the Chair and Treasurer of CASA of Los Angeles. She provides financial oversight, certifies financial statements, and reports CASA/LA's financial condition to the Board.

Employment History
Current Registrations
Chandler Asset Management INC
August 2022 - Present · 4 yrs 2 mos
State Registrations5 states
CACONCNVUT
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.
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