Samalin Wealth offers investment management, financial planning, and consulting services. Financial planning includes advice on investments and non-investment matters like estate and tax planning. Investment management can be discretionary or non-discretionary. Samalin Wealth also provides post-divorce wealth management services. They primarily advise on equity securities, corporate and municipal debt, ETFs, closed-end funds, REITs, and options.
Fee Structure
Samalin Wealth charges an annual fee for managing your investments, ranging from 0.50% to 2.50% of the value of your portfolio. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration required. Fees are billed quarterly, in advance. You can add or withdraw money from your account at any time, but withdrawals may affect your investment goals.