Samuel Fineberg is a registered investment advisor at Fineberg Wealth Management, LLC, based in Ann Arbor, MI, with 13 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 390 clients with $11M 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 | 1.00% |
Fee is negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Ann Arbor, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Fineberg Wealth Management, LLC
State Registrations1 state
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