Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Client accounts may have a management fee ranging from 0.25% to 3.00%, depending on account value and the investment program selected. Fees are charged quarterly in advance. The SAMI Proprietary Management Account Program requires a minimum of $10,000 of assets under management, but this may be negotiable. Consulting services are available at an hourly rate of $150 to $1,000, or a fixed flat fee, agreed upon on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
1703 Monroe Avenue, Rochester, NY, 14618-1487
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Jeanine works as a real estate closer notary, spending a few hours per week on this activity. This outside business activity has no involvement with the securities industry or investment-related products.