Emad Samman is a registered investment advisor at Sunlight Investments, based in Katy, TX, with 7 years of industry experience. Emad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$3.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are negotiable based on the size of funds invested. The 1% fee applies to accounts over $1,000,000 or for high net worth individuals (net worth exceeding $2.1M, excluding primary residence).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
Location
Katy, TX
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2018Final
Employment History
Current Registrations
Sunlight Investments
July 2018 - Present · 7 yrs 10 mos
State Registrations1 state
TX
Advisor
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
No exam information available for this advisor.