JH
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
41 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$109.5M
Fee Structure
Minimum Investment:$250K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 1.25% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
The annual advisory fee is paid quarterly in advance, based on a blended tier schedule. For example, a $2,000,000 portfolio would be charged 1.35% on the first $500,000 and 1.25% on the remaining $1,500,000. Fees are deducted from your account held at a third-party custodian. The minimum account size is $250,000, but this may be waived or reduced on a case-by-case basis.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Advisor Information
Office location
Tulsa, OK
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
10elms LLP
March 2023 - Present · 2 yrs 10 mos
Previous Registrations
United Income, INC.
December 2018 - May 2020 · 1 yr 5 mos
Khp Capital LLC
February 2017 - December 2018 · 1 yr 10 mos
First Allied Advisory Services, INC.
August 2013 - February 2019 · 5 yrs 6 mos
First Allied Securities, INC.Broker
November 2012 - February 2019 · 6 yrs 3 mos
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.