Samuel Graham is a CFP-designated registered investment advisor at Sfm, LLC, based in Manchester, NH, with 2 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 269 clients with $320M 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 $500K | 1.38% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1.0M - $1.3M | 0.95% |
| $1.3M - $1.5M | 0.88% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.82% |
| $3.0M - $4.0M | 0.80% |
| $4.0M - $5.0M | 0.78% |
| $5M+ | 0.78% |
Fees are negotiable. For accounts over $5,000,000, fees are determined on a custom quote basis.
Fee Estimator
Location
575 Front Street, Manchester, NH, 03102
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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 owns rental property and acts as the rental manager, spending minimal time on maintenance. He also works as a valet, parking cars and greeting customers.
Employment History
Current Registrations
Sfm, LLC
State Registrations1 state
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