Samuel & Associates Investment Management LP provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement for each client. The firm generally limits its investment advice to mutual funds, equities, ETFs, and venture capital funds. Clients may impose restrictions on investing in certain securities.
Assets Under Management$340K
Clients25
Advisors1
Avg. per Client$14K
Avg. per Advisor$340K
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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