Timothy Schenk is a registered investment advisor at Kuleana Capital Management LLC, based in Free Union, VA, with 7 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 37 clients with $71M 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 | 2.00% |
For certain qualified clients, KCM charges an additional annual performance-based profit allocation of 20% of each investor’s annual net realized and unrealized profits; provided, however, that such performance-based compensation is also subject to a loss carry-forward provision, also known as a “high water mark,” so that the performance-based compensation will only be deducted when the investor’s account value at year end, measured on a cumulative basis and net of any losses, exceeds the highest historic account value within a one (1) year, or twelve (12) months, look-back period. Fees are negotiable.
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Location
Free Union, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Kuleana Capital Management LLC
State Registrations2 states
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