Sam Haddad is a registered investment advisor at Domani Advisors, based in New York, NY, with 13 years of industry experience. Sam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 68 clients with $300M 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 | 0.80% |
| $2.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100.0M - $200.0M | 0.30% |
| $200M+ | 0.20% |
Fees are negotiable. Clients can elect to participate in a particular strategy with an associated Strategy Fee. The maximum combined annual fee a Client will pay for advisory fees and/or Strategy Fees is 2.00%.
Fee Estimator
Location
10 West 33rd Street, Suite 802, New York, NY, 10001
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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
Domani Advisors
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
State Registrations3 states
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