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
Darren is an investment advisor representative at Leonard Investment Advisors, Inc. and an insurance agent at Leonard Agency Inc., selling fixed insurance products, dedicating about 10-20% of his time. Darren also serves as president of C&D Consulting Inc. and owns Del Rey Ventures, LLC, spending minimal time on these activities.