Wheeler Chapman is a registered investment advisor at Kokua Capital Management, based in Chapel Hill, NC, with 28 years of industry experience. Wheeler operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 88 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.75% |
| $2M+ | 0.60% |
Fees are negotiable based on complexity, account composition, potential for additional deposits, client relationship, and total assets under management. Separate account management fees are either 0.15% or 0.20%.
Fee Estimator
Location
Chapel Hill, NC
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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 →Employment History
Current Registrations
Kokua Capital Management
Previous Registrations
Kokua Capital Management, LLC
United Capital Financial Advisers
Integrated Financial Management INC
Integrated Financial Management INC
State Registrations2 states
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