Isaac Hutchins is a CFP-designated registered investment advisor at Warburton Capital Management, LLC, based in Tulsa, OK, with 11 years of industry experience. Isaac operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 437 clients with $790M 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 $1.0M | 1.25% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.70% |
| $5.0M - $15.0M | 0.50% |
| $15.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees are negotiable based on the complexity of your situation and portfolio holdings as well as your relationship with us.
Fee Estimator
Location
6120 S Yale Avenue, Suite 1010, Tulsa, OK, 74136
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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
Warburton Capital Management, LLC
State Registrations2 states
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