| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.90% |
Portfolio management fees are negotiable depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client.
121 NE 50th Street, Oklahoma City, OK, 73105
Get directionsDonald is involved in numerous private funds, affiliated companies, and non-fund entities, primarily in management and ownership roles. He also participates as an investment committee member for Merit Advisors Inc., dedicating about 10-20% of his time to this role.