Samir Patel is a registered investment advisor at Askeladden Capital, based in Colleyville, TX, with 9 years of industry experience. Samir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 63 clients with $91M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Clients who meet the SEC's definition of a "qualified client" pay 1.5% annually and may be subject to a performance allocation of 30% of net profits exceeding the S&P 1000 index performance, assessed every three years.
Fee Estimator
Location
Colleyville, TX
Get directionsHistory
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 →Employment History
Current Registrations
Askeladden Capital
State Registrations3 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.