Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812
Get directionsRegulatory 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 →Other Business ActivitiesSells Insurance
David is the Chairman and an insurance agent at Leonard Agency Inc, dedicating minimal time. He is also an IA Representative at Leonard Investment Advisors Inc, spending about 10-20% of his time, and the President of Raney Ferris Inc, focusing on family investments.