SM
SM

Samuel Lemaire Mcchesney

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
97 clients
Average Client Portfolio
$978K average
Assets Under Management
$94.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
Loading...

Location

920 Incline Way, Suite 2D, Incline Village, NV, 89451-7429

Get directions

History

Regulatory History
Clean regulatory record

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 works with client relations at Incline Investment Management, an RIA firm. This takes about half of his time.

Employment History
Current Registrations
Incline Investment Advisors, LLC
February 2021 - Present · 5 yrs
State Registrations2 states
NCNV
Advisor
Exams
No exam information available for this advisor.
Samuel Lemaire Mcchesney - Financial Advisor | TrueAdvisor