Assets Under Management
$36.0M
Number of Clients
152
Number of Advisors
4
Average Client AUM
$237K
AUM per Advisor
$9.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Samuel Abraham is an Investment Adviser Representative with Qualified Planning, offering financial planning services. He is also a licensed insurance agent and may earn commissions from insurance product sales, presenting a potential conflict of interest. He has experience with multiple investment advisory firms.
2635 Camino Del Rio South, Ste. 210, San Diego, CA, 92108