James Arens is a CFA-designated registered investment advisor at Allegiant Wealth Advisors, LLC, based in Tulsa, OK, with 1 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allegiant Wealth charges a percentage of the value of your investments each year. This fee ranges from 0.50% to 1.25% annually, based on the average daily market value of your investments. The firm may also calculate the fee based on the month-end market value. The specific fee can be negotiated based on the complexity of your situation and the amount of assets managed.
Location
4200 East Skelly Drive, Suite 620, Tulsa, OK, 74135
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
Allegiant Wealth Advisors, LLC
State Registrations2 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.