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 $500K | 1.35% |
| $500K+ | 1.25% |
Fee Estimator
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
Advisor Information
Office location
Altus, OK
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
Michael works as a C-17 Pilot Instructor at Flight Safety Defense, dedicating about 20% of his time, with half of that time during trading hours. He is also the Principal Owner of Ascend Performance Team, LLC, a real estate investment entity, taking minimal time.