| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.20% |
| $1M+ | 0.80% |
Fees may be negotiable at the sole discretion of the Advisor.
1603 E 19th Street, Suite 103, Edmond, OK, 73013
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Learn about disclosures →Matthew is an independent insurance broker for various companies. He is also a minority owner of Blue Banner Group, a holding company, and is involved with Signal Market Research, LLC, dedicating about 10-20% of his time to the latter.