Get ready to take control of your retirement plan.
Financial Advisors of SAM pride themselves on the KISS principle (Keeping It Stupid Simple). While most of the industry is complicated by design and layered with fees, SAM Financial Advisors break it down to simple core education. We reveal these surprising fee structures that may exist in your investment accounts. We also arm you with knowledge to avoid unnecessary fees that can amount to 17-20% of your portfolio returns over 10 years. All investors are vulnerable as the industry is constantly evolving. Even highly astute and experienced investors can be exposed to unknown fees in their portfolio and 401(k) accounts. A session with an SAM advisor can give you the no-nonsense advice without all the noise, and a better understanding of how your money grows.
UPDATE: We are no longer taking any new individual clients at this time as our firm is exclusively focused on advising corporate 401k, 453b, & 403b plans. We work directly with plan administrators on their company’s defined contribution programs.
For any Plan Administrator who carries the weight of this fiduciary responsibility, we encourage you to reach out to us for a free review which includes a complimentary and comprehensive audit. As an advisor to your program, we strive to ensure that your plan carries a diverse selection of investment options with suitable vendors, and is cost-efficient for your plan’s participants.
DIY Management
For any individuals looking for general portfolio advice, we believe everyone is capable of managing their own portfolios if they have the right tools. With that said, we now offer a complete DIY Self-Service Investment Portfolio Planning Kit. The kit teaches some basic portfolio hacks with fee reduction suggestions that can save you a substantial amount of your net worth while maintaining a healthy and balanced portfolio. Get ready to take control of your portfolio!
Our Services
SAM Financial is a one-size fits all investment firm that offers a level of service for all types of investors. Whether you need a basic crash course that can help you drive your own portfolio or you need on-going full service wealth management assistance, SAM is the trusted source that puts the investor's interests first. At this time we are no longer accepting any new individual accounts. Currently the firm is exclusively focused on 401(k) advisory services where we seek the best of breed specialists for an organization’s retirement plan with an emphasis on cost-savings.
What Is a Fiduciary?
Acting as a fiduciary carries a greater level of responsibility than the typical broker/client relationship. Fiduciaries are legally bound to act in their clients' best interests.
Adhering to a fiduciary standard gives your advisor's investment recommendations a greater weight and level of accountability.
This standard requires your advisor take into account your entire financial circumstances, making holistic wealth management services even more important.
What makes S.A.M. Financial different?
We are known for revealing hidden fees that your existing retirement plans may be exposed to. We offer a free consultation that can help you avoid unnecessary fees and manage your own portfolio with more awareness. Clients leave our consultations armed with advice and industry secrets that can save you a fortune. We also offer an option for on-going wealth management services that keep you focused on your financial plan with easy to understand fundamentals and strategies.
Our offices
Located at 221 River Street, 9th Flr, Hoboken, NJ 07030.
We take the stress out of financial planning. Lets keep it Simple and save on your porftolio expenses giving YOU the advantage. Learn more about SAM's Simple "Lean and Mean" approach to investing.
— Christopher Seshadri
Secrets revealed! Some investment accounts take their fees from your front pocket (noticeable) and some also take from your back pocket (not-so-noticeable). Let an SAM advisor explain these details and give you the knowledge to save you a fortune.
A Top Service
By offering simplicity and transparancy, we are making significant differences helping investors take control of their investments.
Here at SAM Financial Advisors, we believe each investor is very capable of managing their own portfolios. As we become a smarter society armed with massive amounts of easily available information, there is no need to spend 10s of thousands of dollars on basic portfolio management. As a much more affordable replacement we are offering some sound advice to managing a healthy portfolio. We are currently not taking on new clients. But we've decided to share this self-service planning kit with the world. This portfolio hack is considered a simplistic approach to efficiently structure a plan. We also teach you to identify and avoid hidden fees along the way.
So please enjoy this Self-Service Portfolio Planning Kit which includes general advice to get you started on building your own portfolio, a portfolio allocation calculator, a fee calculator, and some suggested ETF picks to consider. It is customizable for any age, any portfolio size, and any risk tolerance. Whether bearish or bullish... whether aggressive or conservative... whether a beginner or an experienced investor, you can tweak it based on your parameters. This planning kit with calculators includes an easy to implement plan. It’s very simple, very efficient, can save you a fortune, and can replace the majority of traditional wealth managers.
Why Are We Offering This? - Our team has dedicated themselves to work exclusively with institutions and organizations. The office’s primary focus will be on advising and enhancing corporate 401(k) plans seeking cost-conscious efficiencies. Our team is also managing new tech ventures in the private equity space. We are not taking on any new individual clients for investment portfolio advice. However, we've began offering friends of the SAM team help with this Investment Portfolio Planning Kit. Invaluable information from Wall Street insiders available to anyone and everyone at a price that would infuriate 95% of wealth managers. We’ve added some useful tips and included some of our favorite ETF picks for each risk sector. This kit uses a similar approach that we implement for organizations and their 401(k) participants allowing them to save a fortune within their retirement plans. We’ve also added some interactive calculators that reveal the truth about fees. This way you can see how much it genuinely costs to hire a full service financial advisor with fees charging you 1-2.5% for your overall portfolio.
It's time you take control of your portfolio. It's not hard and we're here to help keep it simple!