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 $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
For asset management, you'll pay a percentage of your assets under management. The first $250,000 is billed at 1.50%, the next $750,000 at 1.20%, and anything over $1,000,000 at 0.80%. Sub-advisory fees range from 0.30% to 0.70% annually. Financial planning is offered on an hourly basis ($150-$300/hour, $300 minimum) or a fixed fee (up to $5,000). A minimum account size of $100,000 is generally required.
Areas of Practice
Advisor Information
Office location
1603 E 19th Street, Suite 103, Edmond, OK, 73013
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
Matthew is an independent insurance broker for various companies. He is also a minority owner of Blue Banner Group, a holding company, and is involved with Signal Market Research, LLC, dedicating about 10-20% of his time to the latter.