James Redman is a CFA-designated registered investment advisor at Gibraltar Capital Management, INC., based in Tulsa, OK, with 24 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 6 more. Their firm serves 529 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 $1.0M | 1.10% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees for amounts over $25,000,000 are negotiable. Fees are negotiable based on aggregate related party portfolio size, family holdings, low-cost basis securities, or pre-existing relationships.
Fee Estimator
Location
7304 S. Yale Avenue, Tulsa, OK, 74136
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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 Activities
James is involved in several investment-related businesses as a manager, member, president, and CEO. He also manages timberland acreage, serves as a board member of Stitt Enterprises, and acts as a trustee for the Stitt Family Trust, dedicating a few hours per week to each of these activities.
Employment History
Current Registrations
Gibraltar Capital Management, INC.
State Registrations3 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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