Advisor at Pollux Wealth Management
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Firm
Pollux Wealth Management
Location
Wichita, KS 67206
Credentials
Series 63, Series 65
Industry experience
29 years
Shawn Sokolosky is a financial advisor at Pollux Wealth Management with 29 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Frontier Wealth Management LLC for nine years. Pollux Wealth Management provides portfolio management and financial planning services to individual clients, including high-net-worth households, as well as trusts, estates, corporations, and private funds. The firm employs a model-based investment process that incorporates quantitative, fundamental, technical, cyclical, and economic analysis to guide asset allocation and security selection.
Based on Pollux Wealth Management
Fixed fees may be negotiated and established as fixed fees for one year, with amounts commensurate with asset-based fees; maximum prepayment not more than $500 per client and 6 months in advance.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.90% $2,000,000 - $4,000,000: 0.80% $4,000,000 - $10,000,000: 0.70% $10,000,000+: 0.60%
1313 N Webb Rd, Ste 160
Wichita, KS 67206
Kansas · Texas
Pollux Wealth Management
2023 - Present (3 years)
Unemployed
2021 - 2023 (2 years)
Frontier Wealth Management LLC
2012 - 2021 (9 years)
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Bank
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They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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