Amir Behdad is a registered investment advisor at Cavanal Hill Investment Management, INC., based in Tulsa, OK, with 1 years of industry experience. Amir operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $15B 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 $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $25.0M | 0.55% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.45% |
Rates shown reflect the equity strategy schedule. Other strategies have different fee schedules ranging from 0.08% to 0.75%.
Fee Estimator
Location
One Williams Center, 15th Floor, Tulsa, OK, 74172
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 →Employment History
Current Registrations
Cavanal Hill Investment Management, INC.
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
State Registrations7 states
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.
Exams
More Advisors
- Vincent Nguyen, CFACavanal Hill Investment Management, INC.
- Matthew Stephani, CFACavanal Hill Investment Management, INC.
- Michael Maurer, CFACavanal Hill Investment Management, INC.
- Benjamin Wolthuizen, CFACavanal Hill Investment Management, INC.
- Brandon Barnes, CFACavanal Hill Investment Management, INC.
- Jonathan Pixley, CFPRealm Financial Planning