Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable and range from 0.5% to 1.5% annually, billed quarterly based on assets under management. Legacy clients (prior to 02/28/2022) may have fee structures ranging from 0.50% to 2.00%. Financial planning services are charged hourly at $250 per hour, with a minimum charge of $1,250. A full financial plan including estate planning and asset map is available for $1300. SIM may charge a lesser fee based upon certain criteria. Clients investing in the strategist portfolios through Orion Portfolio Solutions (“OPS”) may pay additional fees.
Areas of Practice
Advisor Information
Office location
Clovis, 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Sam is involved with Beckworth Financial Group doing insurance sales and services, spending nearly full-time on this activity. He is also a licensed minister at Gateway City Church, dedicating about 10-20% of his time. Additionally, Sam works as an independent licensed insurance agent, spending a few hours per week on insurance sales and services.