Lisa Reed is a registered investment advisor at Ccr Investment Advisers, LLC, based in Ponca City, OK, with 8 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 95 clients with $56M 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 $500K | 0.75% |
| $500K - $750K | 0.50% |
| $750K+ | 0.50% |
Fees are negotiable for amounts over $750,001. When multiple family accounts are opened, these accounts may be aggregated in order to obtain the favorable fee.
Fee Estimator
Location
3002 Turner St, Ponca City, OK, 74604
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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 Activities
Lisa is employed full-time as an office manager at Schwabe and Associates CPAs PLLC, an accounting firm, since 2011. This is a non-investment related business.
Employment History
Current Registrations
Ccr Investment Advisers, LLC
Previous Registrations
C. Victor Coates, C.P.A.
State Registrations1 state
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.