Danita Rose is a registered investment advisor at A-Team Financial Investments, based in Oklahoma City, OK, with 3 years of industry experience. Danita operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 435 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges from 1.00% to 1.50%, depending on the complexity of the assets in the client’s account and the scope of the client arrangement. This fee is negotiable.
Fee Estimator
Location
10307 Greenbriar Parkway, Oklahoma City, OK, 73159
Get directionsHistory
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
Danita teaches 4-6 online classes per year at Southern Nazarene University and is compensated for each class. Danita is also a member of DAR Consulting, LLC, formed to receive compensation, and her time involvement is minimal on activities related to this entity.
Employment History
Current Registrations
A-Team Financial Investments
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.