Simon Kauppila is a registered investment advisor at S2 Capital Management, based in Highland Beach, FL, with 1 years of industry experience. Simon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Annual fees vary by service tier: 0.35% for Foundation, 0.50% for Advisory, and 0.70% for Private Wealth. Fees may be negotiated at S2 Capital Management's discretion.
Fee Estimator
Location
Highland Beach, FL
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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
S2 Capital Management
Previous Registrations
Qp Wealth Management, LLC
State Registrations1 state
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
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