Samuel Horey
Samuel Horey is a registered investment advisor at Wingate Capital Advisors LLC, based in Tulsa, OK, with 12 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 34 clients with $2.4M 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 $100K | 1.75% |
| $100K - $500K | 1.60% |
| $500K - $801K | 1.40% |
| $801K - $2.0M | 0.95% |
| $2M+ | 0.75% |
Minimum fee of $1,500 may be waived. Family accounts may be combined to reach breakpoints.
Fee Estimator
Location
8143 E. 11th Street, Tulsa, OK, 74112
Get directionsHistory
Regulatory History (1)
Criminal
February 1998Other Business Activities
Samuel is a tax preparer during tax season and part-owner of a daycare with his spouse since 1996. These activities require minimal time.
Employment History
Current Registrations
Wingate Capital Advisors LLC
State Registrations2 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.