ST
ST

Samuel Thomassen

14 Years of Experience
Olympia, WA

Samuel Thomassen is a registered investment advisor at Gk Capital Partners, based in Olympia, WA, with 14 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, Retirement Planning. Their firm serves 81 clients with $61M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
2 advisors
Number of Clients
81 clients
Average Client Portfolio
$755K average
Assets Under Management
$61.1M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $3.0M1.00%
$3.0M - $10.0M0.80%
$10M+0.60%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

219 Legion Way Sw, Suite 203-B, Olympia, WA, 98501

Get directions

History

Regulatory History
Clean regulatory record

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
Gk Capital Partners
October 2012 - Present · 13 yrs 6 mos
Previous Registrations
Morgan Stanley
March 2012 - October 2012 · 7 mos
State Registrations1 state
WA
Advisor

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
No exam information available for this advisor.