Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not to exceed 2.99% of investable assets. Financial planning fees are based on a minimum hourly rate of $50, which is also negotiable depending on the complexity of the services. Fees may be higher or lower depending on pre-existing relationships or agreements. A minimum investment of $50,000 is generally required, but this may be negotiable.
Areas of Practice
Advisor Information
Office location
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118
Get directionsRegulatory History (3)
Customer Dispute
August 2014Regulatory
September 2006Regulatory
August 2005Other Business ActivitiesSells Insurance
Robert is a shareholder in Leonard Agency Inc. (an insurance agency), President and IA Representative for Leonard Investments Advisors, Inc., and has several roles related to family businesses, oil and gas, and trusts. He also spends about half his time as a registered representative with B.B. Graham and is a 50% owner of Oklahoma Capital Advisors, LLC.