Streeter, Moore & Stipe provides personalized investment management and financial planning services to individuals, high net worth individuals, and other clients. Founded in 1997 and operating in Tulsa, Oklahoma, the registered investment advisor offers both discretionary and non-discretionary portfolio development, focusing on building diverse portfolios using mutual funds, exchange-traded funds, and individual stocks and bonds. In addition to managing investments, Streeter, Moore & Stipe offers comprehensive financial planning covering personal records, tax and cash flow, retirement, insurance, and estate planning. The firm also assists clients with consulting services and utilizes independent third-party investment managers when appropriate for specific client needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Certain accounts pay a higher fee not exceeding 2.00% per year. Fees are negotiable, and household accounts may be grouped together.