Samuel Schaeffer is a registered investment advisor at Lords Wealth, based in Nyack, NY, with 5 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 24 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
LORDS WEALTH charges a one-time fee based on a percentage of the total cash value of investments recommended. This fee is based on the client's investment history as provided by LORDS WEALTH. The fee can be paid upfront or in installments. Periodic reviews of client accounts are billed at an hourly rate.
Location
Nyack, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel works as an administrator for The Leneta Company, a manufacturing company, spending a few hours per week. He also works as a personal coach for a couple of hours a week from home.
Employment History
Current Registrations
Lords Wealth
State Registrations1 state
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