Samara Financial offers financial planning services covering cash flow, debt management, risk management, employee benefits, retirement planning, education planning, tax planning, estate planning, and divorce planning. They also provide investment consultation and portfolio management services, managing portfolios on a discretionary or non-discretionary basis. Samara Financial works with individuals, high net worth individuals, and small businesses.
Assets Under Management$770K
Clients9
Advisors1
Avg. per Client$86K
Avg. per Advisor$770K
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.80% |
| $100K - $1000K | 1.20% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 0.80% |
Fees are negotiable. Samara Financial will attempt to aggregate accounts for the same household to discount your asset-based fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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