Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Fees are based on a percentage of assets under management. The maximum annual fee is 2%, billed quarterly at 0.50%. For 3rd party money manager trading signals, the annual fee is 0.75%. SAM also receives solicitor fees from third-party money managers, typically 1.00%. Clients are responsible for third-party fees like custodian and brokerage fees. There is an additional $15 per quarter fee for services provided by ORION.
Areas of Practice
Advisor Information
Office location
Granada Hills, CA
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.
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Glen is the owner of Glen Chester & Associates, a consulting business assisting individuals and companies with non-financial issues, and spends minimal time on this. He also manages a rental property that he owns.