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
1703 Monroe Avenue, Rochester, NY, 14618
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 Activities
Jacob rents units of his residence to tenants, spending minimal time on this activity. This is not investment, insurance, or securities industry related, and the tenants are not investment clients.