| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are subject to negotiation in certain circumstances.
7304 S. Yale Avenue, Tulsa, OK, 74136
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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 →Kelsey serves as a volunteer board member for the Teacher's Retirement System of Oklahoma since 2021. This non-investment related activity takes a few hours per week.