Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This firm offers several advisory programs with different fee structures. The Portfolio Investment Management Services Program and Managed Portfolio Program (LCC and ACA) have fees that range from 1.25% to 2.00% depending on asset size. The Mutual Fund Investment Program has fees ranging from 0.75% to 2.00% depending on asset size. Financial planning services are billed at $150 per hour with a minimum charge of $250. Consulting services have a minimum fee of $20,000 per year, with a basis point fee range of 25 to 125 basis points on the total amount of assets under consultation. Some fees are negotiable with CEO approval.
Areas of Practice
Advisor Information
Office location
1900 NW Expressway, Suite 1450, Oklahoma City, OK, 73118
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
Kimberly is a registered representative at B.B. Graham & Co. and an investment advisor representative at Leonard Investment Advisors, dedicating full-time and about a quarter of her time, respectively. She also owns Kav Investments, LLC to manage personal assets and works as an insurance agent at Leonard Agency Inc., spending minimal time on each, and is an Oklahoma Notary Public.