Wealth Management fees are based on a percentage of assets under management, generally around 1% annually, but can vary based on portfolio size and services. Financial planning consulting fees are either hourly ($250/hour) or fixed ($2,500 to $100,000). Executive service fees are negotiated annually with the sponsoring corporation. The firm may charge lower fees based on anticipated additional assets, related accounts, pre-existing client relationships, or pro bono activities. Some clients may have grandfathered fee schedules. Ultra-high net worth clients may be offered a flat annual fee plus an asset-based fee.
9108 N. Kelley Avenue, Oklahoma City, OK, 73131
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Learn about disclosures →Jared is an equity partner (less than 5%) at Exencial Wealth Advisors, LLC since 2019, dedicating his entire workweek to the firm. He does not participate in any outside business activities that are investment related or require his active engagement.