Word, Vise, Nettles & Dearman, LLC (Bartlesville)

Word, Vise, Nettles & Dearman provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Word, Vise, Nettles & Dearman: assets under management

The assets under management (AUM) of Word, Vise, Nettles & Dearman, LLC is $90.19 million. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $66.4 million in discretionary accounts and $23.79 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $192.46 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $270.36 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Word, Vise, Nettles & Dearman, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Bartlesville

The principal office where Word, Vise, Nettles & Dearman, LLC performs its advisory services is located at 117 West Fifth Street, Bartlesville, OK 74003, which is also the mailing address of the firm. An additional office of the firm is in The Woodlands, TX. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 918-336-7877 or by fax 918-336-7878. The normal business hours are 8am-5pm on Monday - Friday. You can find more information about the New York firm at www.tfgok.com.

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