Wealth Oklahoma manages investment portfolios for individuals, trusts, estates, charitable organizations, corporations, and other business entities. Wealth Oklahoma offers discretionary wrap programs. These programs are not the lowest cost alternative for all investors, particularly “buy and hold” investors and investors in fixed-income securities.
Assets Under Management$310M
Clients179
Advisors4
Avg. per Client$1.7M
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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