Samuel Plotkin is a CFA-designated registered investment advisor at Prosperitea Planning, based in Greenfield, 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 Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 121 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ProsperiTea Planning offers investment management as part of their Open Retainer package, which also includes financial planning and tax services. For children and young adults of Open Retainer clients, they offer investment management at no charge if certain conditions are met (under $100,000 in managed assets, under age 30, and a lineal relation to the Open Retainer Client). Once these conditions are no longer met, the client will be charged under the Limited Retainer calculation.
Location
308 Main Street, Suite 3A, Greenfield, MA, 01301
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel owns personal real estate investments and acts as a landlord, dedicating a few hours per week to leasing and maintenance. He also volunteers on the investment committee for Temple Israel, spending minimal time per year.
Employment History
Current Registrations
Prosperitea Planning
Previous Registrations
Clarity Wealth Management LLC
Ae Wealth Management, LLC
State Registrations2 states
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