AH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
7 advisors
Number of Clients
8 clients
Average Client Portfolio
$68.0M average
Assets Under Management
$544.1M
Fee Structure
InvesTrust Consulting does not have a standard fee schedule, as fees vary depending on the complexity of the services requested. All fees are negotiable. They may charge a pre-determined fixed fee, hourly fee, or fees based on a percentage of assets. Depending on the scope of services, there may be a minimum fee threshold.
Areas of Practice
Investment ManagementRetirement PlanningHigh Net WorthCharitable GivingBusiness Owners
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Advisor Information
Office location
5100 N Classen Boulevard, Suite 620, Oklahoma City, OK, 73118
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Investrust Consulting, LLC
March 2015 - Present · 10 yrs 10 mos
Previous Registrations
Bok Financial Advisors
July 2013 - February 2015 · 1 yr 7 mos
Bok Investment Advisers, INC.
June 2001 - August 2005 · 4 yrs 2 mos
State Registrations2 states
OKTX
Advisor
Exams
No exam information available for this advisor.