Samalin Wealth, based out of Chappaqua, NY, is a local investment advisory firm with a strong presence in the industry. With 12 dedicated employees, including 8 experienced investment advisors, they provide a range of comprehensive financial services to their clients. The firm manages an impressive total of over $301,398,000 in assets under management, with an average of $57,980,000 per investment advisor, which aligns with the industry average.
Samalin Wealth caters primarily to high net worth individuals, with the majority of their assets under management coming from this segment. They have developed a notable expertise in managing assets from employer 401Ks and individual accounts, contributing to their well-rounded portfolio of clients. Furthermore, an impressive 88% of the assets they manage are done so on a discretionary basis, indicating a high level of trust and confidence from their clients.
Operating across five offices, Samalin Wealth has established itself as a reputable firm in the region. The company's success can be attributed, in part, to their long-tenured advisors. Noteworthy among them are Laurance Kersh, Patrick Thuemmel, and John Hadley, who bring a wealth of experience and expertise to the table.
Samalin Wealth's compensation structure is flexible, including options such as a percentage of assets under management, hourly charges, and fixed fees. This adaptability allows them to accommodate the unique needs and preferences of their diverse clientele.
In summary, Samalin Wealth is a respected investment advisory firm serving high net worth individuals and offering comprehensive financial services. With their experienced team of advisors, impressive assets under management, and strong track record, they are well-positioned to continue providing valuable financial guidance to their clients in Chappaqua, NY, and beyond.