Gabriel Wallace is a registered investment advisor at Retirement Investment Advisors INC, based in Oklahoma City, OK. Gabriel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 1,431 clients with $1.5B 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 $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.95% |
| $3.0M - $4.0M | 0.90% |
| $4.0M - $5.0M | 0.85% |
| $5.0M - $7.0M | 0.80% |
| $7.0M - $9.0M | 0.75% |
| $9.0M - $11.0M | 0.70% |
| $11.0M - $13.0M | 0.65% |
| $13.0M - $16.0M | 0.60% |
| $16M+ | 0.57% |
Subject to a minimum annual fee of $1,500. Fees may be negotiated or waived based on specific client circumstances.
Fee Estimator
Location
2925 United Founders Blvd, Oklahoma City, OK, 73112
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
Retirement Investment Advisors INC
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.
Exams
More Advisors
- Randy Thurman, CFP, PFSRetirement Investment Advisors INC
- Carol Alexander, CFPRetirement Investment Advisors INC
- Alexxander Peralta, CFPRetirement Investment Advisors INC
- Brenda Bolander, CFPRetirement Investment Advisors INC
- Andrew Flinton, CFPRetirement Investment Advisors INC
- Joseph Bowie, CFPRetirement Investment Advisors INC