Samju Capital LLC fees
Financial planner in Houston, Texas. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated April 10, 2026, Samju Capital LLC (Houston, TX) charges $150-$500 an hour and a flat or project fee of $250-$1,500 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 10, 2026. Fees can change.
- Hourly rate
- $150-
$500/hr Runs from below the Houston median of $250 to above it. Runs from below the Texas median of $250 to above it.
“Hourly fees range from $150 - $500 per hour, depending on what is negotiated between SCL and the client and based on the complexity and length of the services provided.”
- Flat or project fee
- $250-
$1,500 Below the Houston median of $4,500; none of the 25 other planners in Houston that publish a flat or project fee charge less. Below the Texas median of $4,500; 5% of the 197 other planners in Texas charge less.
“Fixed fees for longer-term consulting projects range from $250 to $1,500 per project, depending on what is negotiated between SCL and the client and based on the complexity and length of the services provided.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $50,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2026
How Samju Capital LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Fees are charged in arrears on a monthly basis, meaning that advisory fees for a month are charged on the first day of the following month.”
About Samju Capital LLC
- Principal: Parthesh Kalathia
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 5, 2026
- CRD number
- 337477 (opens in new tab)
- Phone
- (832) 303-8784
Other planners in Houston that publish fees
- OM InvestmentsHoustonHourly $100/hr, Flat $200-$2,500
- Stillforest Wealth ManagementHoustonFlat $500-$15,000, Monthly $500-$1,000/mo
- Goodman Financial CorporationHoustonHourly $100-$400/hr
- Sahni, Inc.HoustonHourly up to $300/hr
- Analog Capital AI, LLCHoustonHourly $250-$450/hr
- SGMG Enterprise LLCHoustonFlat $1,000-$2,500 2016 brochure
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.