Sampatti Financial, LLC is a registered investment advisor that provides ongoing supervision of client accounts. They work with clients to actively manage assets, including 401k and similar accounts. Sampatti Financial manages investments based on a client's financial situation, investment objectives, and risk tolerance. They primarily advise on exchange-listed securities, options contracts, and futures contracts.
Fee Structure
Sampatti Financial charges an annual fee based on a percentage of the value of your account. The annual fee ranges from 0.35% to 2.50%. The fees are negotiable based on factors such as the type of client, complexity, and the amount of assets managed. Qualified investors have the option to utilize a performance-based fee structure, ranging from 17% to 25% of all profits from a high-water mark level. A management fee will also be charged to the client account when a performance based fees is charged and also when a performance based fee is not charged.