Joshua Hanes is a registered investment advisor at Tines Capital, LLC, based in Broken Arrow, OK. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 35 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tines Capital charges a percentage of the value of your portfolio. The fees can range from 1% to 3% per year depending on the investment strategies used. If multiple strategies are used, the fee will be a weighted average and updated annually. Fees are deducted from your account quarterly. You can terminate the account with 30 days' written notice.
Location
Broken Arrow, OK
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tines Capital, LLC
State Registrations2 states
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