How firms in Oklahoma charge for their services, based on Form ADV disclosures.
Percentage of AUM117 firms · 42%
Subscription fees65 firms · 24%
Hourly charges54 firms · 20%
Performance-based fees18 firms · 7%
Other: EBITDA FEE1 firms · 0%
Other: FEES AND ACCT MINIMUMS MAY BE NEGOTIABLE1 firms · 0%
Other: FEE STRUCTURE MAY BE NEGOTIATED FOR TAILORED ACCT PROGRAMS1 firms · 0%
Other: FINANCIAL PLANNING FEES ARE CALCULATED ON A % OF NET WORTH.1 firms · 0%
Other: FIXED MONTHLY FEES1 firms · 0%
Other: FLAT FEE1 firms · 0%
Other: ON-GOING FINANCIAL PLANNING1 firms · 0%
Other: PERCENTAGE OF ASSETS UNDER ADVISEMENT-CONSULTING1 firms · 0%
Other: PERCENTAGE OF CLIENT NET WORTH1 firms · 0%
Other: REIMBURSEMENT OF CERTAIN OPERATING EXPENSES1 firms · 0%
Other: REVENUE SHARING ARRANGEMENT1 firms · 0%
Other: SELECTION OF OTHER ADVISERS FEES1 firms · 0%
Other: SOLICITOR/REFERRAL FEES1 firms · 0%
Other: DISTRIBUTIONS ON PRO RATA OWNERSHIP OF COMMON UNITS1 firms · 0%
Other: A PERCENTAGE OF ASSETS HELD BY THE ADVISEE-PENSION PLAN1 firms · 0%