Brian Samet
Brian Samet is a registered investment advisor at Wealthspire Retirement Advisory, based in Bethesda, MD, with 9 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,532 clients with $39B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.60% |
Fees range from 0.25% to 1.60% based on the nature of the services, portfolio composition, and rebalancing frequency. Rates are negotiable.
Fee Estimator
Location
6903 Rockledge Dr, 14th Floor, Bethesda, MD, 20817
Get directionsHistory
Regulatory History (1)
Criminal
May 1992Other Business ActivitiesSells Insurance
Brian is a separately licensed independent insurance agent and earns commissions from selling insurance products. This presents a conflict of interest as Brian may have an incentive to recommend insurance products to generate commissions.
Employment History
Current Registrations
Wealthspire Retirement Advisory
Previous Registrations
Kestra Advisory Services, LLC
MML Investors Services, INC.Broker
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.
Exams
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