| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
4200 E. Skelly Drive, Suite 950, Tulsa, OK, 74135
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 →Adam serves as a parliamentarian for Inside Out Re-Entry, a non-investment related activity, since January 2025. He spends minimal time on this, conducting quarterly meetings, facilitating decision-making, and supporting fundraising efforts.