| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 1.00% |
Fees are 1.00% annually on the average daily market value of the assets held in the portfolio, payable quarterly, in arrears.
2222 South Utica Place, Suite 300, Tulsa, OK, 74114
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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 →Dejan is listed as a non-active member of his son's exterior washing LLC, Pfull Blast, for continuation purposes. He dedicates minimal time to this activity.