Samatva Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Samatva Wealth Management provides personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. The firm operates on a fee-only basis and states it does not accept commissions, participate in wrap programs, or sell commissioned insurance or securities products.
The firm’s investment approach emphasizes a long-term (four- to five-year) horizon using fundamental analysis and discounted cash flow techniques, with portfolios diversified primarily through actively managed mutual funds and supplemented by limited use of index funds and ETFs; portfolio risk is managed through periodic rebalancing. Accounts are typically managed on a discretionary basis under a limited power of attorney after the firm documents client suitability factors such as age, income, net worth, risk tolerance and time horizon.
Noteworthy differences from many peers include the firm’s stated provision of pension consulting services and the conduct of no-cost educational seminars and workshops for clients and prospects, both of which are less common among independent advisers. The firm’s lead advisor holds the CFA charter and an MBA in finance and brings prior technology and project management experience, which the brochure indicates informs the firm’s analytical processes and operational practices.
Client services
Expertise
Fee options
Flat fee available for financial planning and consulting services, maximum fee based on hours signed up
$0 - $500,000: 1.0% of AUM >$500,001 - $1,000,000: 0.50% of AUM >$1,000,001 - $2,000,000: 0.35% of AUM >$2,000,001 - $10,000,000: 0.30% of AUM >$10,000,001 - $20,000,000: 0.25% of AUM >$20,000,001+: 0.20% of AUM
Up to $250 per hour for financial planning and consulting services
Fee-only: Hourly fee up to $250 per hour; flat fee basis also available for financial planning and consulting services
Main office
Clarksburg MD
Advisors at this office
1
Most active in
California · Florida · Georgia · Maryland · North Carolina · Ohio · Pennsylvania · Texas · Virginia · Washington
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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