Samantha Powell is a registered investment advisor at New River Investments, based in Los Angeles, CA, with 8 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 56 clients with $46M 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 $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable. Lower fees for comparable services may be available from other sources. Fixed Income/Passive Accounts: 1.00%. Part Fixed/Part Actively Managed Accounts: 0.50% - 1.50%
Fee Estimator
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
New River Investments
State Registrations1 state
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