| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Portfolio management fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
121 NE 50th Street, Oklahoma City, OK, 73105
Get directionsMark is a licensed life and health insurance agent, dedicating minimal time to this activity. He also works as a remodeling contractor, spending a few hours per week, and as an Investment Advisor Representative with Merit Advisors, Inc., dedicating about a quarter of his time.