Jenna Mcalister is a registered investment advisor at G. Dewayne Mcanally, based in Oklahoma City, OK, with 9 years of industry experience. Jenna 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 385 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.05% |
| $750K+ | 0.90% |
Fees are negotiable depending on the needs of the client and complexity of the situation.
Fee Estimator
Location
5120 Gaillardia Corporate Pl., Suite B, Oklahoma City, OK, 73142
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
G. Dewayne Mcanally
State Registrations1 state
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