MD
MD

Michael Dollarhide

25 Years of Experience
Tulsa, OK

Michael Dollarhide is a registered investment advisor at Longbow Asset Management, based in Tulsa, OK, with 25 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 136 clients with $130M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
136 clients
Average Client Portfolio
$966K average
Assets Under Management
$131.4M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fee is negotiable. In some cases, Longbow may agree to be compensated by a fixed fee or by a custom tiered fee schedule.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

401 South Boston Avenue, Suite 100, Tulsa, OK, 74103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Longbow Asset Management
December 2010 - Present · 15 yrs 5 mos
Previous Registrations
Longbow Asset Management Company
March 2007 - December 2009 · 2 yrs 9 mos
Longbow Asset Management Company
January 2004 - December 2005 · 1 yr 11 mos
Fredric E. Russell Investment Management CO.
March 1998 - December 2004 · 6 yrs 9 mos
State Registrations1 state
OK
Advisor

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
No exam information available for this advisor.
Michael Dollarhide - Financial Advisor | TrueAdvisor