TrueAdvisor
TrueAdvisor
AB
AB

Ami Elizabeth Black-Mullins

Exencial Wealth Advisors
5 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
Exencial Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
43 advisors
Number of Clients
3,215 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$5.3B

Fee Structure

Minimum Investment:$250K
Minimum Annual Fee:$2,500

Location

9108 N. Kelley Avenue, Oklahoma City, OK, 73131

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Exencial Wealth Advisors
February 2020 - Present · 6 yrs
State Registrations1 state
OK
Advisor
Exams
No exam information available for this advisor.