Advisor at Alera Investment Advisors, LLC
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Firm
Alera Investment Advisors, LLC
Location
Deerfield, IL 60015-2567
Credentials
Series 66
Industry experience
< 1 year
Samuel Sadkhin is an associate at Alera Investment Advisors, LLC with a Series 66 designation and one year of industry experience. His prior work includes roles at Hard Hat Hub (BuiltWorlds) and PreScouter, Inc. before joining Alera and its affiliate Osaic Wealth. Alera Investment Advisors, LLC provides investment management, financial planning, and retirement plan advisory services to individuals, families, businesses, and institutions. The firm employs a combination of internal management, affiliate platforms, and independent managers to construct portfolios focused on mutual funds, ETFs, equities, and fixed income with a long-term orientation, while also offering ERISA-focused retirement plan services.
Based on Alera Investment Advisors, LLC
Fixed engagement fees for financial planning and consulting services, negotiated per engagement.
$0+: 0.25% to 1.50% annually, tiered schedule depending on asset levels, strategy, programs, and service complexity for Internal Investment Management $0+: Up to 1.75% annually for TAG’s Investment Management Platform (includes Advisor Fee and Platform Fee), tiered by size and composition of portfolio $0+: Up to 1.00% annually for Retirement Plan Advisory Services
Certain Advisory Persons receive commissions separately through securities transactions and insurance product sales; these are separate from advisory fees and optional for clients.
Up to $350 per hour for stand-alone financial planning and consulting services.
Account minimum: $5,000 Minimum fee: $7,500 minimum fee for retirement plan advisory clients, negotiable at discretion of AIA Fee-only: Investment advisory fees based on assets under management or fixed fees; no commissions charged by AIA for advisory services.
Three Parkway North, Suite 500
Deerfield, IL 60015-2567
Illinois
Osaic Wealth
2025 - Present (1 year)
Alera Group, Inc.
2025 - Present (1 year)
Hard Hat Hub, LLC D/B/A BuiltWorlds
2024 - 2025 (1 year)
PreScouter, Inc.
2021 - 2024 (3 years)
Unemployed
2021 - 2021 (1 year)
Fuel Sales Academy
2020 - 2021 (1 year)
Unemployed
2020 - 2020 (1 year)
College of Lake County
2019 - 2019 (1 year)
Amazon
2019 - 2019 (1 year)
Advanced Resources, LLC
2018 - 2018 (1 year)
Elaine Frank Apachi Day Camp
2017 - 2017 (1 year)
University of Illinois Urbana-Champaign
2016 - 2020 (4 years)
Stevenson High School
2015 - 2016 (1 year)
Mariano's
2015 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Series 65
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CFA®
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Maple Street Capital Advisors, LLC
Series 65
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MOA Advisory & Financial Services Co
Series 63, Series 65
Rolling Meadows, IL
Leading Edge Wealth Management, LLC
CFA®, Series 66
Lincolnshire, IL
SVN Capital, LLC
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