Marquay Baul
Marquay Baul is a registered investment advisor at Integra Private Wealth Management, LLC, based in Tulsa, OK, with 19 years of industry experience. Marquay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 13 clients with $33M 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 | 1.25% |
Fee Estimator
Location
321 S Boston Ave, Suite 300, Tulsa, OK, 74103
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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 →Other Business ActivitiesSells Insurance
Marquay owns Integra Management Group, providing business management and consulting services, dedicating about 40% of his time. He also serves in various roles for religious and non-profit organizations, and works as an insurance agent for about 10% of his time.
Employment History
Current Registrations
Integra Private Wealth Management, LLC
Previous Registrations
Sowell Management
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations4 states
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