Ezra Samet is a CFA-designated registered investment advisor at Redwood Investments, LLC, based in Boston, MA, with 8 years of industry experience. Ezra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 85 clients with $710M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.85% |
Rates shown reflect the Small Cap Growth, Large Cap Core, Large Cap Growth, Large Cap Growth Concentrated, and Mid Cap Growth schedules. Other strategies (such as International and Global) have different fee schedules starting at 0.75% or 0.90% for the first tier. Fees are negotiable for accounts over $10 million.
Fee Estimator
Location
265 Franklin Street, Suite 1603, Boston, MA, 02110
Get directionsHistory
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 →Employment History
Current Registrations
Redwood Investments, LLC
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.
Exams
More Advisors
- Donald Smith, CFARedwood Investments, LLC
- Paul Scleparis, CFAScs Capital Management LLC
- Benjamin Webber, CFASawyer & CO INC
- Jennifer Reardon, CFPRBC Capital Markets, LLC
- Matthew Johnson, CFPWelch & Forbes LLC
- James Gilloran, CFPCorient