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.
1703 Monroe Avenue, Rochester, NY, 14618
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Learn about disclosures →Clara co-owns rental properties in the City of Rochester as a partner in LLCs. She spends minimal time on this activity outside of trading hours.