Samantha Grieco
Samantha Grieco is a registered investment advisor at T.M. Wealth Management, based in Reston, VA, with 11 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 99 clients with $210M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Adjustments to standard fees may be negotiated with clients who have more than one related account owned by family, friends, or business associates, unusually sophisticated or simplified investment needs & strategies, or where accounts are tax qualified or may require tax harvesting.
Fee Estimator
Location
11702 Bowman Green Drive, Suite 300, Reston, VA, 20190
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 →Other Business ActivitiesSells Insurance
Samantha is a board member and Vice President of Events for the Association of Latino Professionals for America, dedicating a few hours per week. She is also an insurance agent since 2019, spending about 10-20% of her time selling various insurance products.
Employment History
Current Registrations
T.M. Wealth Management
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
E*trade Capital Management, LLC
E*trade Securities LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.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.