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 $100K | 2.25% |
| $100K - $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
CL Wealth Management's fee for portfolio advisory services is based on a percentage of assets under management, and all fees are negotiated between the advisor and the client. The following rates are a guide: 2.25% for $25,000 - $100,000, 2.00% for $100,000 - $250,000, 1.75% for $250,000 - $500,000, 1.50% for $500,000 - $1,000,000, and 1.25% for $1,000,000 - $2,000,000. Fees for assets over $2,000,000 are negotiable. The firm generally requires a minimum of $25,000 to open and maintain an advisory account, but this may be waived. Financial planning and consulting fees are $350 per hour, with flat fees up to $5,000 in some cases.
Areas of Practice
Advisor Information
Office location
Broken Arrow, OK
Get directionsRegulatory History (4)
Regulatory
February 2007Regulatory
February 1998Customer Dispute
July 1997Customer Dispute
February 1997Other Business ActivitiesSells Insurance
Dell is a business manager for Track Guys, LLC, dedicating minimal time to performance driving events. Dell also owns Destiny Financial Services, an advisory and insurance business, and works as a corner worker/marshall at Hallett Motor Racing Circuit about half their time. Finally, Dell is an agent for The Quantum Group, USA, Inc, selling fixed annuities, dedicating a few hours per week.