Hayden Elizabeth Siegfried

CFP

2 Years of Experience

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingEducation PlanningInsurance PlanningHigh Net Worth

Capital Advisors, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

37 advisors

Number of Clients

3,118 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$6.1B

Fee Structure

Minimum Investment:$500K

AUM-Based Fees (Flat)

Assets Under Management	Annual Fee
$0+	1.00%

Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

2222 South Utica Place, Suite 300, Tulsa, OK, 74114

Get directions

History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Capital Advisors, INC.

April 2023 - Present · 2 yrs 10 mos

State Registrations2 states

OKTX

Advisor

Exams

No exam information available for this advisor.