Channing Smith is a CFA-designated registered investment advisor at Jackson Hole Capital Partners, LLC, based in Tulsa, OK, with 17 years of industry experience. Channing operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 137 clients with $970M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Investment management fee schedule ranges from 0.25% to 1.00% depending upon the services and investment mandate for that individual client. Fees may be negotiable.
Fee Estimator
Location
110 North Elgin Avenue, Suite 510, Tulsa, OK, 74120
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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 →Employment History
Current Registrations
Jackson Hole Capital Partners, LLC
Previous Registrations
Capital Advisors, INC.
State Registrations1 state
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