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 $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fee Estimator
Fees are based on the fair market value of assets held in the account and are collected quarterly. Fees are subject to negotiation. The firm also provides tax preparation, bookkeeping, and business consulting services through affiliates, with terms negotiated on a case-by-case basis. The firm may provide financial planning advice. A minimum total account value of $500,000 is generally required, but this is negotiable.
Areas of Practice
Advisor Information
Office location
7304 S. Yale Avenue, Tulsa, OK, 74136
Get directionsRegulatory History
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 →Other Business Activities
Kelsey serves as a volunteer board member for the Teacher's Retirement System of Oklahoma since 2021. This non-investment related activity takes a few hours per week.