| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1M+ | 0.65% |
Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account, or other reasons agreed upon by WIA and the Client. In certain circumstances, fees may be negotiated.
1366 E 15th St, Edmond, OK, 73013
Get directionsJeffrey is a managing member of CK Investments, LLC and CK Investments II, LLC, managing rental properties and dedicating minimal time. He also works as a part-time patrolman for the West Terre Haute Police Department, spending about 10-20% of his time in this role.