Samuel Brownell is a CFA-designated registered investment advisor at Stratus Capital Management, LLC, based in Kensington, MD, with 7 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 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 are negotiable within each tier based on portfolio size and complexity.
Fee Estimator
Location
Kensington, MD
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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 →Other Business Activities
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
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.
Exams
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