Anthony Sam
Anthony Sam is a registered investment advisor at Alpha Solutions Investment Advisors, based in South San Francisco, CA, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 490 clients with $470M 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 $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.60% |
| $20M+ | 0.50% |
Fees are negotiable and billed quarterly in arrears. A minimum annual fee of $5,000 may apply.
Fee Estimator
Location
400 Oyster Point Blvd., Suite 407, South San Francisco, CA, 94080
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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 →Other Business Activities
Anthony is the Executive Vice President of Operations at Xtronx, Inc., a digital video billboard company, dedicating minimal time. He also serves on the board of directors for Valstock Management Inc and WSJ Management LLC, real estate-related businesses, spending minimal time per quarter.
Employment History
Current Registrations
Alpha Solutions Investment Advisors
State Registrations5 states
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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