Sam Badgley INC.
Assets Under Management
N/A
Number of Clients
Not reported
Number of Advisors
1
Average Client AUM
N/A
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Sam Badgley Inc. selects and monitors third-party investment advisers and creates financial plans for clients. They evaluate client needs, goals, and objectives before recommending third-party advisers. Financial planning services cover various areas, and the firm tailors services to client needs.
Fee Structure
The firm charges a maximum annual fee of 0.99% of assets under management with the third-party adviser, which is negotiable based on the size of the account. This fee is separate from the third-party adviser's fees and other expenses. Financial planning services are provided at an hourly rate not to exceed $250.00 per hour, with fees agreed upon in advance.
Areas of Practice
Location
WV, United States