Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Fee Estimator
Investment advisory fees are 1.00% annually on the average daily market value of assets, payable quarterly. Financial planning services are based on an hourly fee with a set minimum, but these fees are currently waived. The firm may recommend the use of CIAOX (the Fund), receiving 0.75% of the market value annually, payable monthly. Fees, account minimums, and payment terms may be negotiable depending on the client's situation.
Areas of Practice
Advisor Information
Office location
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
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
Courtney is a board member of the Tulsa Estate and Planning Forum, a professional organization, since June 2024. This requires minimal time commitment.