Monty Dossman is a registered investment advisor at Drawbridge Capital, based in Tulsa, OK, with 30 years of industry experience. Monty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 951 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:
- $15,000 - $99,999 — 2.00%
- $100,000 - $249,999 — 1.90%
- $250,000 - $499,999 — 1.80%
- $500,000 - $999,999 — 1.65%
- $1,000,000 - $1,999,999 — 1.50%
- $2,000,000 - $2,999,999 — 1.40%
- $3,000,000 - $3,999,999 — 1.30%
- $4,000,000 – $4,999,999 — 1.20%
- $5,000,000 + — 1.10%
If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.
Location
7134 S.Yale Ave, Ste 700, Tulsa, OK, 74136
Get directionsHistory
Regulatory History (1)
Regulatory
January 2022Other Business Activities
Monty has a DBA as Regent Financial Services, Inc. He was also secretary of the board with Southern Hills Baptist Church until 2005, and involved with Regent Financial Services, Inc. as an RIA until 2011.
Employment History
Current Registrations
Drawbridge Capital
Previous Registrations
Drawbridge Capital
Regent Financial Services, INC.
LPL Financial LLC
LPL Financial LLCBroker
Dominion Investor Services, INC.Broker
Sun Investment Services CompanyBroker
Cullum & Sandow Securities, INC.Broker
Andrews, Hentges & Associates, INC.Broker
Walnut Street Securities, INC.Broker
First Investors CorporationBroker
State Registrations6 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.