Samuel Chambers
Samuel Chambers is a registered investment advisor at Odlum Brown USA Investment Management Limited, based in Kelowna, Bc, with 10 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 238 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Odlum Brown USA's advisory fees are determined on a case-by-case basis between their portfolio managers and their clients, based on the value of the client's portfolio. The maximum annual percentage is 2%. Fees are payable monthly, based on the portfolio's value at the end of the month.
Location
1500 - 1631 Dickson Avenue, Kelowna, Bc, V1Y 0B5
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Odlum Brown USA Investment Management Limited
State Registrations5 states
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