Jacob Samuels is a CFP-designated registered investment advisor at Kelman Lazarov INC, based in Memphis, TN, with 11 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 579 clients with $890M 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 | 1.15% |
Maximum management fee is 1.15% per annum, negotiable at the firm's discretion. Fees are payable quarterly in advance.
Fee Estimator
Location
5100 Poplar Ave, Ste 2805, Memphis, TN, 38137-2805
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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
Jacob is a partner and portfolio manager at Kelman-Lazarov, Inc., providing investment management and financial planning services, which takes nearly full-time. He is also a limited partner in H & H Samuels Properties, LLC, a rental property, but spends minimal time on this.
Employment History
Current Registrations
Kelman Lazarov INC
Previous Registrations
Mutual Securities, INC.Broker
State Registrations2 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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