Samantha Meyer is a registered investment advisor at Masus Financial Group, LTD., based in Batavia, IL. Samantha is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 296 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 | 1.50% |
Annual investment advisory fees typically range from 0.50% to 1.50% based on asset size, complexity, and overall relationship. Fees are negotiable at the sole discretion of Masus Financial Group.
Fee Estimator
Location
515 N. River Street, Suite 100, Batavia, IL, 60510-2390
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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
Masus Financial Group, LTD.
LPL Financial LLCBroker
State Registrations25 states
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
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