Samantha
Sachs
Bay Point Wealth
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About this Advisor
Samantha Sachs is a financial advisor who works in Annapolis, Maryland with a total of 3 years of industry experience. Sachs works at Bay Point Wealth. Over the course of their career, Sachs has held roles at Jsk Financial Services, LLC, Zirtual, Homemaker / Extended Travel, Bay Point Wealth and Jsk Tax Services, LLC. Sachs has a Series 65 license, certifying them as an investment advisor representative, and can work in North Carolina. Bay Point Wealth is an advisory firm operating out of Annapolis, MD. It has offices in nine locations and a total of 15 employees. It manages $625 million in total assets between its 1,619 client accounts, placing it among the larger investment advisory firms in the nation by assets under management. Of its 1,619 accounts, 34% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fee schedules largely are based on which service is offered. Fee types billed by Bay Point Wealth may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bay Point Wealth Brokerage Details
$624,854,859
15
1,619
$385,951
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Samantha Sachs Work History
Samantha has been registered as a financial advisor for 3 years.*
Bay Point Wealth
Jsk Tax Services, LLC
Jsk Financial Services, LLC
Zirtual
Homemaker / Extended Travel
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Samantha Sachs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bay Point Wealth
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
Annapolis, MD
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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