Overview
- Headquarters
- Tulsa, OK
- Total Firm Assets
- $225 million
- Average High-Net-Worth Client Portfolio Size
- $0.4 million
Fee Disclosure
Source: ADV 2A - FIRM BROCHURE (2026-07-01)
· View brochure text
Latest filing: ADV 2B - MITCH ROBINSON (2026-07-01)
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Latest filing: ADV 2B - SCOTT DITTMER (2026-07-01)
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Latest filing: ADV 2B - WILL RIEDEL (2026-07-01)
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| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $50,000 | 2.00% |
| $50,001 | $100,000 | 1.80% |
| $100,001 | $250,000 | 1.50% |
| $250,001 | $500,000 | 1.30% |
| $500,001 | $1,000,000 | 1.20% |
| $1,000,001 | $2,000,000 | 1.10% |
| $2,000,001 | $3,000,000 | 1.00% |
| $3,000,001 | $4,000,000 | 0.90% |
| $4,000,001 | $5,000,000 | 0.80% |
| $5,000,001 | and above | 0.70% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $13,400 | 1.34% |
| $5 million | $51,400 | 1.03% |
| $10 million | $86,400 | 0.86% |
| $50 million | $366,400 | 0.73% |
| $100 million | $716,400 | 0.72% |
Actual fees may vary; other investment costs may apply.
Clients
- High-Net-Worth Share of Firm Assets
- 60.83%
- Number of High-Net-Worth Clients
- 359
- Total Client Accounts
- 979
- Discretionary Accounts
- 979
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 128636
- ADV 2A - FIRM BROCHURE (2026-07-01) (fee schedule source) · View brochure text
- ADV 2B - MITCH ROBINSON (2026-07-01) · View brochure text
- ADV 2B - SCOTT DITTMER (2026-07-01) · View brochure text
- ADV 2B - WILL RIEDEL (2026-07-01) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗