Scissortail Wealth Management is a registered investment advisor based in Tulsa, Oklahoma, offering both discretionary and non-discretionary portfolio management, as well as financial planning and consulting services. Scissortail Wealth Management works with individuals, high-net-worth individuals, corporations, trusts, estates, and charitable organizations. The firm develops customized financial profiles and investment plans using various methods of analysis, including charting, technical, fundamental, and cyclical analysis, alongside modern portfolio theory. Portfolios may include equities, mutual funds, exchange-traded funds, fixed income, real estate, options, and alternative investments. Scissortail Wealth Management also sponsors a wrap fee program. Certain professionals associated with the firm are registered representatives of a broker-dealer and licensed insurance agents, creating potential conflicts of interest regarding commission-based product sales.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Portfolio management fees are individually negotiated with each client and are generally up to 2% of the market value of assets in the account calculated annually.