Samuel Khalil is a registered investment advisor at Wide Eye Capital, based in Vancouver, WA, with 3 years of industry experience. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 28 clients with $11M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5M+ | 0.49% |
Fees may be negotiable. Separate accounts under the same household, family and/or individual will be aggregated into one amount for assets under management to determine what advisory fee will be charged.
Fee Estimator
Location
Vancouver, WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Samuel works as a Development Analyst for Multnomah County Behavioral Health Reporting, starting in January 2023. This role involves writing SQL scripts, handling stakeholder requests, and updating dashboards, taking nearly full-time hours.
Employment History
Current Registrations
Wide Eye Capital
State Registrations4 states
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