Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Fee schedule effective July 1, 2013, for existing clients. Fees are negotiable.
Fee Estimator
The annual fee for portfolio management is tiered based on the assets in your account. For Managed Bond Strategy accounts, the fee is billed quarterly in advance. For Custom accounts, the fee is billed monthly in arrears. Fees are negotiable based on the market value of assets, complexity of services, and level of administration. The minimum to open and maintain an advisory account is $25,000, but this may be waived at the firm's discretion.
Areas of Practice
Advisor Information
Office location
121 NE 50th Street, Oklahoma City, OK, 73105
Get directionsRegulatory History (1)
Regulatory
January 2014Other Business Activities
Donald is involved in numerous private funds, affiliated companies, and non-fund entities, primarily in management and ownership roles. He also participates as an investment committee member for Merit Advisors Inc., dedicating about 10-20% of his time to this role.