Samuel Harnisch is a CFA-designated registered investment advisor at Quantitative Financial Strategies, based in Denver, CO, with 1 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, High Net Worth, Investment Management, and 2 more. Their firm serves 10 clients with $17M 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 $5.0M | 1.20% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Schedule shown is for Wealth Management services (includes financial planning). Investment Management only fees are: First $0 - $5,000,000: 0.95%, Next $5,000,001 - $10,000,000: 0.85%, Next $10,000,001 and Above: 0.75%. Fees are negotiable.
Fee Estimator
Location
Denver, CO
Get directionsHistory
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 Activities
Samuel is a youth lacrosse coach at LXTC Lacrosse Training Center. This activity takes place outside of trading hours.
Employment History
Current Registrations
Quantitative Financial Strategies
State Registrations2 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.