Samuel Olesky is a registered investment advisor at Olesky Capital Management, LLC, based in Mill Valley, CA, with 27 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. Their firm serves 19 clients with $53M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $15.0M | 0.75% |
| $15M+ | 0.65% |
Fees are negotiable based on the size and complexity of the account(s).
Fee Estimator
Location
Mill Valley, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Olesky Capital Management, LLC
State Registrations2 states
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