Full Sail Capital, LLC
Assets Under Management
$2.0B
Number of Clients
627
Number of Advisors
10
Average Client AUM
$3.2M
AUM per Advisor
$203.2M
Compensation
Fee-Only (AUM)
About This Firm
Full Sail Capital offers financial planning, consulting, and investment management to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, and business entities. Services include wealth management, investment management using ETFs, mutual funds, and individual securities, and financial planning encompassing retirement, education, estate, tax, and cash flow planning.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients that do not meet our minimum account size of $1M will be charged 1.25% on the First $1M of assets. Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
You'll pay an annual fee based on the value of assets managed. The fee is 1.00% on the first $3,000,000, 0.75% on the next $7,000,000, and 0.50% above $10,000,000. If your account is below the $1,000,000 minimum, you'll be charged 1.25% on the first $1,000,000. Fees are paid monthly in arrears and may be negotiable at the advisor's discretion.
Areas of Practice
Location
124 N.W. 10th St, Oklahoma City, OK, 73103