Samuel Khalil
Advisor at Wide Eye Capital
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Samuel Khalil is a financial advisor at Wide Eye Capital with three years of industry experience. He holds a Series 65 designation and has worked previously at Fisher Investments and Principal Consulting Group. Outside of his advisory role, he works as a Development Analyst for Multnomah County Behavioral Health, where he writes SQL scripts and manages data dashboards. Wide Eye Capital provides customized financial planning, investment management, and wealth management services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a bottom-up, individual equity investment approach supported by fundamental and technical analysis, and offers discretionary portfolio management alongside written financial plans and consulting services.
Client services
Based on Wide Eye Capital
Financial planning
Portfolio management
Educational seminars or workshops
Market timing
Security ratings or pricing
Fee options
Flat fees based on hourly rate of $150/hour; example includes $750 for a budgeting and saving package.
$0 - $1,000,000: 1.0% $1,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.60% $5,000,000+: 0.49%
$150 per planner-hour for Financial Planning and Other Consulting Services.
Account minimum: $250,000 Fee-only: Financial Planning and Other Consulting Services charged hourly at $150 per hour, with options for flat fees and capped hourly fees.
Location
Vancouver, WA
Most active in
Samuel K has reported serving >5 clients in these states in the last 12 months.
California · Oregon · Texas · Washington
Work history
Wide Eye Capital LLC
2022 - Present (4 years)
Principal Consulting Group
2022 - 2022 (1 year)
Fisher Investments
2019 - 2022 (3 years)
Adecco Group
2016 - 2018 (2 years)
Arikkan
2015 - 2016 (1 year)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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At Empowering Finance we know that you are bold, ambitious, and a total badass. That's why you need a financial plan that allows you to pursue your passions and live your most authentic and powerful life. The problem is a buttoned-up approach to financial planning isn't going to meet your needs. You're worried that your dreams and aspirations will get lost in a cookie-cutter system. We believe you deserve a financial planner who listens to your unique dreams and helps you build a plan to get there. We understand that you want someone who will treat your money as we do our own. Which is why we combine our experience, authenticity, financial knowledge to connect with you and enable you to pursue your passions. Here's how we do it 1) We are a fiduciary: We are legally bound to put your interests ahead of our own 2) Diversity and authenticity matter to us: We are a woman-owned business, LGBTQIA+ friendly, and welcoming to anyone and everyone who needs an ally and friend with financial savvy. 3) Our services are fee-only: We keep things simple: no surprises charges or hidden fees So, Let's Chat. So you can stop worrying you won't reach your dreams and instead work with a passion-driven firm focused on achieving your life's dreams. Read Empowering Finances's blog here: https://empoweringfinance.com/blog/
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