Karee Sampson
Karee Sampson is a registered investment advisor at U.S. Capital Wealth Advisors, LLC, based in Austin, TX, with 42 years of industry experience. Karee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 4,460 clients with $7.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
USCWA is primarily compensated through asset-based fees, which are a percentage of the assets they manage for you. These fees generally range from 0.75% to 2.0% and are negotiable. The exact fee depends on factors like the amount of assets, the services you select, and the complexity of your portfolio. Some accounts are billed monthly based on the average daily balance, while others are billed quarterly based on quarter-end values. If external managers are used, there will usually be additional fees.
Location
300 West 6th Street, Suite 1900, Austin, TX, 78701
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Regulatory History (1)
Customer Dispute
November 2002Other Business Activities
Karee is a co-trustee for her spouse's trust and has power of attorney for her spouse. She is also a member of the Presidential Advisory Board at UT Southwestern Medical Center and a registered representative with USCA Securities, LLC, as well as a financial advisor and managing director at US Capital Wealth Advisors, LLC.
Employment History
Current Registrations
U.S. Capital Wealth Advisors, LLC
Usca Securities LLCBroker
Previous Registrations
Usca RIA LLC
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations27 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.