Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
Get directionsChristopher owns and manages single-family home rental properties since 2005, dedicating minimal time to this activity. He is also a 50% owner and Member/Manager of Cornerstone Property Management, LLC, a rental real estate business, spending minimal time as a property manager.