Don Spicer is a CFA, CFP-designated registered investment advisor at Lexaurum Advisors, based in Oklahoma City, OK, with 40 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,230 clients with $1.3B 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 $2.0M | 2.00% |
| $2.0M - $5.0M | 1.75% |
| $5M+ | 1.50% |
Fees are negotiable on a case-by-case basis. For accounts managed using Pontera, fees will not be below 0.25%.
Fee Estimator
Location
3333 NW 63rd St, Suite 108, Oklahoma City, OK, 73116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Don is an insurance agent since 2011. This activity requires minimal time.
Employment History
Current Registrations
Lexaurum Advisors
Previous Registrations
Spicer Retirement Advisors, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Investment Centers of America, INC.
Investment Centers of America, INC.Broker
Financial Network Investment CorporationBroker
MML Investors Services, INC.Broker
Arvest Asset ManagementBroker
Rhodes Securities, INC.Broker
Investacorp, INC.Broker
Financial Network Investment CorporationBroker
Dean Witter Reynolds INC.Broker
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.
Exams
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