Samuel Sheeran is a CFA-designated registered investment advisor at Yousif Capital Management, LLC, based in Bloomfield Hills, MI. Samuel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Socially Responsible Investing. Their firm serves 444 clients with $15B 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 | 0.35% |
Standard advisory fees generally range from 0.08% to 0.35% annually, depending on the strategy and account complexity. The minimum annual fee is $10,000. Fees are negotiable.
Fee Estimator
Location
39533 Woodward Ave, Suite 100, Bloomfield Hills, MI, 48304
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
Yousif Capital 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
More Advisors
- Samuel Gilbert, CFAYousif Capital Management, LLC
- Kevin Yousif, CFAYousif Capital Management, LLC
- Edward Goard, CFAYousif Capital Management, LLC
- James Kelts, CFAYousif Capital Management, LLC
- Gregory Oviatt, CFABoyd Watterson Asset Management, LLC
- Brian Franke, CFPIntegrated Capital Management