Rebekah Andersen is a registered investment advisor at J M Brown Financial Partners, based in Tulsa, OK, with 1 years of industry experience. Rebekah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 511 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
J M Brown Financial Partners' fees for managing your investments are either a percentage of the value of your portfolio or a fixed annual fee. The fees are negotiable and may vary. The annual fee will be no greater than 2.75% of the average daily balance or ending market value of the managed account. For assets on the American Funds Fee Based platform, the advisory fee is 0.75% per year.
Location
7060 S. Yale, Suite 701, Tulsa, OK, 74136-5740
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
J M Brown Financial Partners
State Registrations1 state
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