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
8936 Northpointe Executive Park Drive, Suite 240/260, Huntersville, NC, 28078
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 ActivitiesSells Insurance
Michael owns rental income property and is the president of MBBG. He is also a financial advisor and president of Liberty Financial Solutions, spending about a quarter of his time on this. Additionally, Michael sells fixed annuities, life/health, and LTC insurance, dedicating a few hours per week to this activity.