Samantha Masey is a CFP-designated registered investment advisor at Bouchey Financial Group LTD, based in Saratoga Springs, NY, with 2 years of industry experience. Samantha operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 1,181 clients with $1.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Bouchey Financial charges a percentage of your portfolio's value each quarter. The annual fee can be up to 1.00%, depending on the complexity of the services, the amount you invest, and your overall relationship with Bouchey Financial. More complex situations may result in a higher fee. Fees may be negotiable.
Location
340 Broadway, 3rd Floor, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Bouchey Financial Group LTD
State Registrations1 state
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