Portfolio management fees are up to 2% annually, negotiable, and billed monthly in advance. Financial planning is offered at $250/hour for individual services and $350/hour for divorce planning, also negotiable. Pension consulting fees are up to 2% of plan assets or a fixed fee, negotiable. Clients are responsible for third-party fees. There is no minimum account size.
4525 East 91st Street, Tulsa, OK, 74137
Get directionsDeanna is involved in real estate rental through Stranglen Properties, LLC and DRL Properties, LLC, dedicating about 10-20% of her time to each. She is also a sales consultant/rep for Mary Kay, Inc., and a licensed insurance agent, which may present a conflict of interest.