Scissortail Wealth Management offers both discretionary and non-discretionary portfolio management, along with financial planning services. The firm works with clients to develop a financial outline and investment plan based on their individual circumstances, goals, and risk tolerance. Financial planning services address areas like cash flow, retirement, and insurance analysis. Scissortail also sponsors a wrap fee program.
Fee Structure
Scissortail Wealth Management's portfolio management fees are individually negotiated with each client, up to 2% annually of the market value of the assets in the account. Fees are generally payable quarterly, in advance, based on the average daily balance of the account. The firm may combine account values of family members living in the same household to determine the applicable advisory fee.