Samuel Koepsell is a registered investment advisor at Shk Capital Management, INC., based in Oviedo, FL, with 2 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Clients that utilize option hedging strategies in their portfolio will have 0.50% added to their specific rate for the portion of assets under management that utilizes the option strategies. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Location
Oviedo, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Samuel is the CEO of SHK Financial, Inc., a tax preparation business, since January 2023. He spends about 10-20% of his time on this business, with a few hours per week occurring during securities trading hours.
Employment History
Current Registrations
Shk Capital Management, INC.
State Registrations1 state
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