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Tierney Gorham

9 Years of Experience
Tulsa, OK
Broker

Tierney Gorham is a registered investment advisor at Drawbridge Capital, based in Tulsa, OK, with 9 years of industry experience. Tierney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 951 clients with $190M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
951 clients
Average Client Portfolio
$200K average
Assets Under Management
$189.9M

Fee Structure

Minimum Investment:$1K
Planning is included in investment management (also available separately)

Drawbridge Capital charges a percentage of your portfolio's value each year. The exact fee can be negotiated, but will not exceed the following:

  • $15,000 - $99,999 — 2.00%
  • $100,000 - $249,999 — 1.90%
  • $250,000 - $499,999 — 1.80%
  • $500,000 - $999,999 — 1.65%
  • $1,000,000 - $1,999,999 — 1.50%
  • $2,000,000 - $2,999,999 — 1.40%
  • $3,000,000 - $3,999,999 — 1.30%
  • $4,000,000 – $4,999,999 — 1.20%
  • $5,000,000 + — 1.10%

If your account falls below $15,000, Drawbridge Capital may ask you to terminate the account.

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Location

7134 S.Yale Ave, Ste 700, Tulsa, OK, 74136

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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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Other Business Activities

Tierney provides investment advisory services through Drawbridge Capital, dedicating about 10-20% of their time. Tierney also operates under Regent Financial Services, Inc. as a DBA for their LPL business, which takes up a full-time commitment. Tierney was also a business owner of Roo's Jumpin' Joy, LLC until 12/31/2024, dedicating a few hours per week.

Employment History
Current Registrations
Drawbridge Capital
March 2022 - Present · 4 yrs 2 mos
LPL Financial LLCBroker
December 2021 - Present · 4 yrs 5 mos
LPL Financial LLC
December 2021 - Present · 4 yrs 5 mos
Previous Registrations
Waddell & Reed, INC.
December 2006 - November 2011 · 4 yrs 11 mos
Waddell & Reed, INC.Broker
October 2006 - November 2011 · 5 yrs 1 mo
State Registrations28 states
ARAZCACOCTFLGAIAIDILINKSKYLAMDMIMONDNMNVOHOKORSCTXVAWAWI
AdvisorBrokerBoth

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.
Tierney Gorham - Financial Advisor | TrueAdvisor