Samuel Weinberg is a registered investment advisor at Weinberg Advisory Group, based in Columbus, OH. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 102 clients with $50M 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 $500K | 2.00% |
| $500K - $1.0M | 1.60% |
| $1.0M - $3.0M | 1.60% |
| $3M+ | 1.30% |
Fees are negotiable and may be modified based on the nature, complexity, and scope of services, for the firm’s staff and family members, and other factors, at the discretion of the Adviser.
Fee Estimator
Location
35 North Fourth Street, Suite 300-D, Columbus, OH, 43215
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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
Weinberg Advisory Group
State Registrations1 state
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