Advisor at Second Line Capital, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Second Line Capital, LLC
Location
Duncan, OK 73533
Credentials
CFP®, Series 63, Series 65
Industry experience
33 years
Up to $15,000 fixed fee for financial planning and consulting services, negotiable and may be project-based or ongoing.
Up to 2.00% annually (negotiable, determined by IAR)
Certain supervised persons offer brokerage services under separate commission-based arrangements; clients may pay commissions and trail fees associated with those services.
Up to $150 per hour for consulting and financial planning services.
Account minimum: Varies by program: $5,000 for Guided Wealth Portfolios (GWP); $10,000 for Optimum Market Portfolios (OMP); $25,000 minimum for Model Wealth Portfolios (MWP) portfolios; $50,000 for Manager Access Select; $250,000 for Personal Wealth Portfolios (PWP); no stated minimum for SWM II; also note that some Independent Managers have their own minimums and some LPL programs may permit lower minimums in certain instances. Firm overall has no stated minimum fee or account size. Fee-only: Fixed fees up to $15,000 for financial planning; hourly fees up to $150/hour for consulting services; fees negotiable.
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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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