AS

Andrew Kenneth Skinner

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
205 advisors
Number of Clients
6,336 clients
Average Client Portfolio
$446K average
Assets Under Management
$2.8B

Fee Structure

Minimum Investment:$25K

Arvest Wealth Management offers various wrap fee programs, each with its own fee structure. The annual Client Advisory Fee is a bundled fee that covers investment advice, portfolio management, brokerage transaction execution, and custody costs. The fee is based on a percentage of assets under management. The Client Advisory Fee also includes a Platform Fee, estimated to range somewhere between .05% and .25%, charged by the Firm, based upon client account size, to offset a program fee that BNYMA and Pershing charge the Firm as compensation for advisory (BNYMA’s overlay/portfolio management services with respect to the BNYMA Advised Programs), administrative, clearing and custody services. Minimum investment amounts vary by program, ranging from $25,000 to $1,000,000.

Areas of Practice
Investment ManagementRetirement Planning
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Advisor Information

Office location

515 S Boulder Avenue, Suite 100, Tulsa, OK, 74103

Get directions
Regulatory History (2)
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Customer Dispute
February 2014
Denied
Customer Dispute
May 2012
Denied
Employment History
Current Registrations
Arvest Wealth Management
June 2017 - Present · 8 yrs 7 mos
Arvest Wealth Management Broker
June 2017 - Present · 8 yrs 7 mos
Previous Registrations
PNC Investments
December 2014 - May 2017 · 2 yrs 5 mos
PNC Investments Broker
November 2014 - May 2017 · 2 yrs 6 mos
Fifth Third Securities, INC. Broker
April 2009 - October 2014 · 5 yrs 6 mos
Fifth Third Securities, INC.
April 2009 - October 2014 · 5 yrs 6 mos
Charles Schwab & Co., INC. Broker
January 2009 - March 2009 · 2 mos
Charles Schwab & Co., INC.
January 2009 - March 2009 · 2 mos
State Registrations6 states
ARKSMAMOOKUT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Andrew Kenneth Skinner - Financial Advisor | AdvisorDiscover