Ricky Jurrens
Ricky Jurrens is a CFP, ChFC-designated registered investment advisor at F.I.G. Financial Advisory Services, INC., based in Oklahoma City, OK, with 41 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 248 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.20% |
| $100K - $250K | 1.55% |
| $250K - $500K | 1.20% |
| $500K - $1000K | 0.85% |
| $1000K - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.45% |
| $10M+ | 0.45% |
Fees are negotiable for accounts over $10,000,000. Samuel Jurrens, an investment advisor representative of F.I.G. Financial is the Owner, Chief Executive Officer and Chief Compliance Officer of Even Herd, LLC a registered investment advisor firm that offers the Even Herd Long Short Fund, an Exchange Traded Fund. F.I.G. Financial will only invest a portion of client’s portfolio in Even Herd Long Short Fund if F.I.G. Financial believes that it is in client’s best interest and meets the client’s investment objectives and risk tolerance.
Fee Estimator
Location
14642 Bogert Parkway, Oklahoma City, OK, 73134
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2012Other Business ActivitiesSells Insurance
Ricky is the President & CEO of F.I.G. Financial Advisory Services, Inc., a registered investment advisor, dedicating full-time hours. He is also an independent agent with various insurance companies, providing clients with fixed life insurance products.
Employment History
Current Registrations
F.I.G. Financial Advisory Services, INC.
Previous Registrations
Fig Financial Advisory Services INC
State Registrations2 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.