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 | 1.25% |
| $1M+ | 0.65% |
Fee Estimator
Investment management fees for CORE and Specialty Model Portfolios are tiered, starting at 1.5% annually on the first $250,000. Individual Stocks and Options Program (ISOP) fees start at 2.25% annually on the first million. Financial planning fees range from $100 to $500 per hour or a fixed amount, with a $1,500 minimum annual payment. Wealth management fees range from 0.25% to 1.00% annually, also with a $1,500 minimum. Consulting fees range from $200 to $750 per hour or a negotiated flat rate. An administrative fee of $250 applies if an account is closed within the first 12 months.
Areas of Practice
Advisor Information
Office location
1366 E 15th St, Edmond, OK, 73013
Get directionsRegulatory History (2)
Criminal
January 2003Employment Separation After Allegations
December 2002Other Business Activities
Jeffrey is a managing member of CK Investments, LLC and CK Investments II, LLC, managing rental properties and dedicating minimal time. He also works as a part-time patrolman for the West Terre Haute Police Department, spending about 10-20% of his time in this role.