Samuel Cohen is a CFA, CFP-designated registered investment advisor at Park State Asset Management LLC, based in Beverly, MA, with 4 years of industry experience. Samuel 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. Their firm serves 60 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and generally do not exceed 1% per year. The exact fee varies based on the client relationship and strategy.
Fee Estimator
Location
50 Dunham Ridge, Suite 3100, Beverly, MA, 01915
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 →Employment History
Current Registrations
Park State Asset Management LLC
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
Santander Securities
Santander Securities LLCBroker
Blackrock Investments, LLCBroker
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.
Exams
More Advisors
- Daniel Carman, CFAPark State Asset Management LLC
- Laura Mok, CFPPark State Asset Management LLC
- Damon Deluties, CFPWells Fargo Advisors
- Jeffrey Lacross, CFP, PFSIntegrated Wealth Concepts LLC
- Thomas Colbert, ChFCCetera Investment Advisers LLC
- James Mccall, CFAIpswich Investment Management Company, INC