Samuel Kust
Samuel Kust is a registered investment advisor at Maggi Investment Services, LLC, based in Oldmar, FL, with 3 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 5 clients with $1.3M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Maggi Investment Services offers investment management services where fees are based on 1.5% of the value of your portfolio annually. This fee may be negotiable, and households may combine accounts for a reduced fee. Fees are billed quarterly, in advance.
Maggi Investment Services may also use Orion Portfolio Solutions to manage client assets. In this case, total annual fees, including Maggi Investment Services' fees, cannot exceed 2.5% of the value of your portfolio. These fees are charged monthly, in arrears.
Maggi Investment Services also has a co-advisor relationship with Gradient Investments, LLC. In this arrangement, fees are 1.60% annually for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 1.00% for Preservation Portfolios, and 1.50% for Private Wealth Portfolios. Maggi Investment Services receives 1.00% of the fee for Strategic, Tactical, and Allocation & Defined Outcome Portfolios, 0.60% for Preservation Portfolios, and 1.00% for Private Wealth Portfolios. For Client Directed Accounts, the fee is $300 annually, with Maggi Investment Services receiving $0.
Location
3895 Tampa Road, Oldmar, FL, 34677
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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 →Other Business ActivitiesSells Insurance
Samuel is licensed to sell insurance.
Employment History
Current Registrations
Maggi Investment Services, LLC
Previous Registrations
Fidelis Wealth Management, LLC
International Assets Investment Management, LLC
State Registrations4 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.