Samer Simaan is a CFA-designated registered investment advisor at Simaan Investment Management, L.L.C., based in Chicago, IL, with 8 years of industry experience. Samer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning.
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 | 1.25% |
| $1M+ | 0.75% |
Schedule is for equity clients who do not choose performance fees. For equity clients who choose performance fees, the annual fee is 0.75% for account balances up to $1,000,000 and 0.65% for account balances over $1,000,000, along with a performance-based fee of 10% of profit based on the high watermark value of each account. For the retirement strategy, the annual fee is 1.25%. For the options strategy, the performance fee is 25% of profit above the high watermark value of each account. For third party management services, annual fees are 0.55% for the equity and retirement strategies, and 25% of profit above high watermark for the options strategy. All fees and rates are negotiable.
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Location
Chicago, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Simaan Investment Management, L.L.C.
State Registrations1 state
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