Raymond Samuels
Raymond Samuels is a registered investment advisor at Lumida Wealth Management LLC, based in Wayne, NJ, with 12 years of industry experience. Raymond 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, Tax Planning. Their firm serves 47 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lumida Wealth Management manages investments for clients, charging an annual management fee based on the value of the assets they manage. This fee varies between 0.25% and 1% annually. The fee is calculated based on the average daily balance and charged quarterly. The firm may negotiate a lower fee based on factors like anticipated future earnings or the amount of assets managed.
Location
1200 Preakness Avenue, Suite B1200, Wayne, NJ, 07470
Get directionsHistory
Regulatory History (4)
Employment Separation After Allegations
November 2024Judgment / Lien
June 2024Customer Dispute
June 2023Customer Dispute
May 2022Employment History
Current Registrations
Lumida Wealth Management LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Morgan Stanley
Morgan StanleyBroker
Olympia Asset Management,ltd.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.