Samuel Lees is a registered investment advisor at Tanager Wealth Management, based in London, with 2 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 917 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.50% |
| $750K - $3.0M | 1.25% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
The annual fee includes a base fee and a "Bespoke Beta Fee" of 0.25%. Due to the transatlantic nature of the individuals and families that Tanager advises, they may sometimes have to apply an additional charge known as VAT (Value Added Tax). This is a UK tax and may be applicable when they are advising on UK personal pensions and individual savings accounts (ISAs). With VAT, the fees are: $0 to $750,000: 1.60% annually (including 0.30% Bespoke Beta Fee); $750,001 to $3,000,000: 1.35% annually (including 0.30% Bespoke Beta Fee); $3,000,001 to $10,000,000: 1.10% annually (including 0.30% Bespoke Beta Fee); $10,000,000 and above: 0.85% annually (including 0.30% Bespoke Beta Fee).
Fee Estimator
Location
7th Floor, East Wing, Vintners Place, 68 Upper Thames Street, London, EC4V 3BJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Tanager Wealth Management
State Registrations1 state
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