Samuel Blum is a registered investment advisor at Sunrise Wealth Management, LLC, based in Tucson, AZ, with 11 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 36 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. We may agree to discount our Investment Management fee to meet the special needs of a client.
Fee Estimator
Location
5151 E Broadway Blvd, Suite 1600, Tucson, AZ, 85711
Get directionsHistory
Regulatory 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
Samuel is the President of Brainerd Blue Line Boosters, a non-profit organization, and an at-large board member for Brainerd Amateur Hockey Foundation. He also owns Sunrise Wealth Management, LLC, where he works as an investment advisor representative, dedicating about a third of his time.
Employment History
Current Registrations
Sunrise Wealth Management, LLC
Blum Capital Management, LLC
Previous Registrations
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.