Sampson Norton
Sampson Norton is a CFP-designated registered investment advisor at The Yanker Group, based in Manchester, MO, with 9 years of industry experience. Sampson is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 479 clients with $300M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Rates reflect MWP, OMP, and SWM programs. Manager Access Select program charges higher rates ranging from 1.40% down to 0.80%. All fees are negotiable.
Fee Estimator
Location
13611 Barrett Office Dr., Ste. 100, Manchester, MO, 63021
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
Sampson operates The Yanker Group as a DBA for his LPL business and provides investment advisory services through it, dedicating full-time hours to this activity. He also has a business entity for tax/investment purposes and is a board member for a non-profit.
Employment History
Current Registrations
The Yanker Group
LPL Financial LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Umb Financial Services, INC.
Umb Financial Services, INC.Broker
State Registrations9 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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