Sample Financial Advisers offers investment management services where they manage your investments based on your goals, risk tolerance, and time horizon. They also provide financial planning services covering areas like risk management, taxes, and estate planning. Financial planning is included as part of the investment management service. Lance Sample, the owner, is also a Certified Public Accountant and tax preparer, which could create a conflict of interest.
Assets Under Management$21M
Clients77
Advisors1
Avg. per Client$270K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Negotiated rate for over $10,000,000.01
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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