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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 552 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kelman-Lazarov (K-L) offers several investment management programs where they manage your investments for a fee. The maximum fee is 1.15% per year, charged quarterly in advance. This fee is negotiable. The programs may use mutual funds and exchange-traded funds (ETFs), some of which may have higher internal expenses. K-L may use no-transaction-fee (NTF) funds, but these may have higher expense ratios. Clients also pay transaction-related costs.
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.
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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
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