Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and small businesses. Advice includes financial objectives, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. Samatva Wealth Management is a fee-only firm and does not sell commissioned products.
Assets Under Management$830K
Clients21
Advisors1
Avg. per Client$39K
Avg. per Advisor$830K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.35% |
| $2.0M - $10.0M | 0.30% |
| $10.0M - $20.0M | 0.25% |
| $20M+ | 0.20% |
Fees are negotiable. Clients can combine multiple household accounts to receive a lower tiered schedule fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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