Samuel Brownell is a CFA-designated registered investment advisor at Stratus Capital Management, LLC, based in Kensington, MD, with 6 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 31 clients with $75M 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 | 1.40% |
| $2.0M - $5.0M | 1.15% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees may be negotiable within each tier. If a sub-advisor manages your account, the sub-advisor receives 0.40% of the market value of the account.
Fee Estimator
Location
Kensington, MD
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is a managing director for Stratus Wealth Advisors, LLC (a holding company), Stratus Legacy Planning, LLC (succession planning), and Stratus Valuation, LLC (valuation engagements). He also manages a family LLC, Lake Avenue South, LLC.
Employment History
Current Registrations
Stratus Capital Management, LLC
Previous Registrations
Stratus Capital Management, LLC
Ameriprise Financial Services, INC.
State Registrations1 state
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