| Assets Under Management | 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 are subject to negotiation in certain circumstances.
7304 S. Yale Avenue, Tulsa, OK, 74136
Get directionsNo 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 →Mccrary participates in several investment-related businesses as a manager, secretary, treasurer, vice president, and member. He also manages timberland acreage, serves as a trust protector, is a board member of the Oklahoma Law Enforcement Retirement System, and is a shareholder of First Western Bancshares.