RS
CFA

Robert Joseph Samrah

14 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
17 advisors
Number of Clients
727 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.80%
$10M+0.50%

Fees are for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Hourly Rate:$70 - $350/hr

GFP's annual investment advisory fees are based on a percentage of assets under management, generally ranging from 0.3% to 1.0%, but may be higher for complex accounts. For accounts over $1,000,000, fees are 1.00% on the first $5,000,000; 0.80% on the next $5,000,000; and 0.50% over $10,000,000 for equity and balanced accounts. Fixed-income-only management fees are 0.50% on the first $5,000,000; 0.40% on the next $5,000,000; and 0.30% over $10,000,000. A minimum of $1,000,000 of assets under management is generally required, but this may be negotiable. Financial planning fees are generally included in the asset-based annual fee, but additional fees may apply in complex family situations. Personal Trustee Services, Tax Prep & Filing, and Bill Payment fees range from $70 to $350 per hour or are charged as a fixed annual fee.

Areas of Practice
Financial Planning & CoachingTax PlanningEstate PlanningRetirement PlanningInsurance PlanningInvestment ManagementHigh Net Worth
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Advisor Information

Office location
Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Gfp Private Wealth
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
Rehmann Financial
January 2018 - August 2021 · 3 yrs 7 mos
Samrah Advisory Services
December 2010 - February 2018 · 7 yrs 2 mos
State Registrations2 states
MIOH
Advisor
Exams
No exam information available for this advisor.
Robert Joseph Samrah - Financial Advisor | AdvisorDiscover