SJ
CFA · CFP
SJ
CFA · CFP

Samuel Jurrens

14 Years of Experience
Oklahoma City, OK

Samuel Jurrens is a CFA, CFP-designated registered investment advisor at F.I.G. Financial Advisory Services, INC., based in Oklahoma City, OK, 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 Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $150M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$612K average
Assets Under Management
$151.8M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.20%
$100K - $250K1.55%
$250K - $500K1.20%
$500K - $1000K0.85%
$1000K - $5.0M0.60%
$5.0M - $10.0M0.45%
$10M+0.45%

Fees are negotiable for accounts over $10,000,000. Samuel Jurrens, an investment advisor representative of F.I.G. Financial is the Owner, Chief Executive Officer and Chief Compliance Officer of Even Herd, LLC a registered investment advisor firm that offers the Even Herd Long Short Fund, an Exchange Traded Fund. F.I.G. Financial will only invest a portion of client’s portfolio in Even Herd Long Short Fund if F.I.G. Financial believes that it is in client’s best interest and meets the client’s investment objectives and risk tolerance.

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

Location

14642 Bogert Parkway, Oklahoma City, OK, 73134

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
F.I.G. Financial Advisory Services, INC.
April 2011 - Present · 15 yrs 1 mo
State Registrations2 states
OKTX
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.