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
Tulsa, 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 ActivitiesSells Insurance
Bradford is a managing member of TREI, LLC, a real estate rental company, dedicating minimal time. He is also a licensed insurance agent in Oklahoma since 2016 and sells insurance products, and is an investment advisor and principal at Willow Oak Wealth, a DBA used to provide insurance and financial services.