| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.35% |
| $500K+ | 1.25% |
Accounts of members of the same household may be aggregated.
Tulsa, OK
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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 →Bradford is a managing member of TREI, LLC, a real estate rental company, dedicating minimal time. He is also a licensed insurance agent in Oklahoma since 2016 and sells insurance products, and is an investment advisor and principal at Willow Oak Wealth, a DBA used to provide insurance and financial services.