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 →Caleb is an equity partner/owner at Exencial Wealth Advisors, dedicating nearly all of his time to the firm. He is also a minority owner and voting member of Parkstone Investments, LLC, spending about 10% of his time providing non-securities-related services.