Assets Under Management
$2.0B
Number of Clients
627
Number of Advisors
9
Average Client AUM
$3.2M
AUM per Advisor
$225.7M
Compensation
Fee-Only (AUM)
Full Sail Capital provides wealth management services including financial planning, consulting, and investment management to individuals, high net worth individuals, trusts, estates, retirement plans, charitable organizations, corporations, and business entities. They primarily allocate client assets among ETFs, mutual funds, and individual securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Clients that do not meet our minimum account size of $1M will be charged 1.25% on the First $1M of assets. Fees may be negotiable at the sole discretion of the Advisor.
124 N.W. 10th St, Oklahoma City, OK, 73103