Sammy Michael Barsa

Chapin Davis Asset Management

34 Years of Experience

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Firm Information

Chapin Davis Asset Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

24 advisors

Number of Clients

498 clients

Average Client Portfolio

$1.1M average

Assets Under Management

$539.1M

Fee Structure

Minimum Investment:$50K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	2.00%

The standard fee is 2.00% annually, calculated on your account value. This fee may be negotiated with your investment adviser representative.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Chapin Davis charges an annual fee of 2.00% for investment portfolio management, 401k investment advisory, and wrap fee manager services, calculated on your account value. This fee does not include brokerage charges, transaction fees, or mutual fund management fees. Financial planning services are offered for a flat fee, based on the complexity of the analysis and scope of the engagement. Fees may be negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

Mendham, NJ

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Regulatory History (2)

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Employment Separation After Allegations

October 2007

Employment Separation After Allegations

July 2002

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Other Business ActivitiesSells Insurance

Sammy leases ground space at his home property to Verizon Wireless for a cell site, requiring minimal time. Sammy also sells health insurance and fixed/variable insurance products through Chapin Davis Insurance, dedicating a few hours per week to each activity.