1522 Financial, based in Tulsa, Oklahoma, offers financial planning and investment advisory services. They tailor their services to each client's needs, considering their financial situation, goals, risk tolerance, and time horizon. They offer both discretionary and non-discretionary investment management services. They also provide retirement plan consulting services to corporate, governmental, and not-for-profit entities.
Assets Under Management$44M
Clients25
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$44M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
The investment management fee charged may be subject to negotiation with each client based on the size of the account, prospective growth and other factors and may differ from client to client. The minimum fee shall never exceed 3% of assets under the Firm’s management.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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