Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fee Estimator
Investment advisory fees are 1.00% annually, charged quarterly, based on the average daily market value of assets. Financial planning services are offered based on an hourly fee with a set minimum, but these fees are currently waived. The firm may recommend the use of CIAOX (the Fund), and receives 0.75% of the market value of CIAOX on an annual basis, payable monthly in arrears. Fees, account minimums, and payment terms are negotiable depending on the client's situation.
Areas of Practice
Advisor Information
Office location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
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 Activities
Eric owns Soccer Genius, a company providing measurement computation for youth soccer development, operating from home since 2013. This non-investment related activity takes about 10-20% of his time.