Before striking out on his own, Sam was a strategist at Morningstar, where he wrote about funds, asset class valuations, and the application of the scientific method to investing. He has been quoted by The Wall Street Journal, Financial Times, Barron's, and other financial publications.
He graduated from Grinnell College with a bachelor's degree in economics. He is a recovering efficient-market purist.
In addition to a one-time engagement fee of $5,000, we charge an annual asset-based fee:
0.65% for the first $2 million;
0.45% for the next $3 million;
0.25% for the rest.