Samuels Financial Services offers investment advice on various securities, certificates of deposit, and mutual funds. They also provide tax information related to investments. For clients seeking comprehensive planning, they offer financial plans covering income tax projections, capital needs analysis, estate planning, net worth review, and retirement/education planning. Investment advice may be offered through seminars without fees.
Assets Under Management$53M
Clients229
Advisors1
Avg. per Client$230K
Avg. per Advisor$53M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Samuels Financial Services offers investment advisory services for a percentage of the assets they manage. The fees are charged quarterly. The specific fees are detailed in a separate brochure from Osaic Wealth. The minimum investment size for an advisory fee arrangement is $50,000.
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