Sample Financial Solutions is a registered investment advisor based in Aurora, Colorado, founded and led by Timothy Sample. The firm specializes in creating individually tailored investment portfolios using a passive investment strategy primarily built on index mutual funds and exchange-traded funds. In addition to managing investments, Sample Financial Solutions offers comprehensive ongoing financial planning, project-based planning, and hourly consulting. The firm addresses a broad range of client needs including retirement projections, tax planning strategies, estate planning coordination, business consulting, cash flow management, college savings, and employee benefits optimization. Sample Financial Solutions operates with a commitment to acting legally in your best interest and works with individuals, high net worth clients, and corporate entities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable and paid quarterly in arrears based on a blended weighted calculation.