| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $1.0M | 1.75% |
| $1.0M - $5.0M | 1.50% |
| $5M+ | 1.50% |
Fees above $5,000,001 are negotiated, using the previous tier's rate as a starting point.
101 N.E. 82nd Street, Suite 200, Oklahoma City, OK, 73114
Get directionsNo 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 →Shawn works as a financial advisor doing business as Fit Wealth Advisors, where he engages in insurance sales. This activity requires minimal time and is not investment-related.