Samuel Sweitzer
Advisor at Anson Analytics
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Anson Analytics
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Tyrone, GA 30290
Credentials
CFA®, Series 65
Industry experience
22 years
Samuel Sweitzer is a CFA® charterholder with 22 years of industry experience, currently serving at Anson Analytics since 2004. He is also a pilot for Delta Airlines, flying MD-88 aircraft since 1999. Anson Analytics provides investment advice to individuals, retirement plans, endowments, trusts, and other entities, employing a framework based on Modern Portfolio Theory combined with fundamental and cyclical analysis. The firm offers services including discretionary and non-discretionary portfolio management, model portfolios, financial planning, and pension consulting.
Based on Anson Analytics
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.85% annually $2,000,000 - $5,000,000: 0.75% annually $5,000,000 - $10,000,000: 0.50% annually $10,000,000 - $30,000,000: 0.35% annually $30,000,000 - $50,000,000: 0.30% annually $50,000,000+: 0.25% annually
$265 per hour for financial planning services; $260-$470 per hour for pension consulting services
Account minimum: $500,000
160 Greencastle Road, Suite C
Tyrone, GA 30290
Georgia
Anson Capital, Inc.
2004 - Present (22 years)
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