Jerrod Peterson is a registered investment advisor at Cavanal Hill Investment Management, INC., based in Tulsa, OK, with 3 years of industry experience. Jerrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $14B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cavanal Hill charges a fee based on the value of your investments. The specific fee schedule varies depending on the type of investment strategy you choose:
- Cash Management Strategies: Fees range from 0.15% to 0.08% depending on the amount invested.
- Equity Strategies: Fees range from 0.60% to 0.70% down to 0.35% to 0.45% depending on the amount invested.
- Fixed Income Strategies: Fees range from 0.35% down to 0.15% depending on the amount invested.
- Enhanced Yield Tax Free: Fees range from 0.50% down to 0.30% depending on the amount invested.
The Strategic Fixed Income and Strategic Enhanced Fixed Income strategies are generally charged a fee of 0.75%, respectively, for any account size. Fees are subject to negotiation and Cavanal Hill reserves the right to impose a minimum advisory fee.
Location
One Williams Center, 15th Floor, Tulsa, OK, 74172
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Regulatory History
No 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 →Other Business Activities
Jerrod is an advertising manager for Redbud Outdoor, LLC since 2021, spending minimal time on upkeep of physical assets. This activity is not investment-related.
Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.