Sampson Norton
Sampson Norton is a CFP-designated registered investment advisor at The Yanker Group, based in Manchester, MO, with 8 years of industry experience. Sampson 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 3 more. Their firm serves 652 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The Yanker Group offers several investment management programs with fees based on the amount you invest. The fees are negotiable and depend on the specific program you choose:
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MWP / OMP:
- 1.10% annually on amounts from $10,000 to $499,999
- 1.00% annually on amounts from $500,000 to $1,000,000
- 0.85% annually on amounts from $1,000,000 to $5,000,000
- 0.65% annually on amounts from $5,000,000 to $10,000,000
- 0.50% annually on amounts over $10,000,000
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SWM I / SWM II: Same as MWP / OMP
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Manager Select:
- 1.94% annually on amounts from $10,000 to $499,999
- 1.81% annually on amounts from $500,000 to $1,000,000
- 1.62% annually on amounts from $1,000,000 to $5,000,000
- 1.21% annually on amounts from $5,000,000 to $10,000,000
- 1.04% annually on amounts over $10,000,000
These fees cover quarterly performance reports, monthly newsletters, insurance analysis, financial planning, portfolio analysis, retirement planning, education planning, estate planning, tax planning, and client reviews.
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.