MM
CFP
MM
CFP

Michelle Ann Myhre

22 Years of Experience
Areas of Practice
Investment ManagementFinancial Planning & CoachingEstate PlanningInsurance Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
196 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$241.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.50%
$2.0M - $4.0M1.25%
$4.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable for amounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Oak Advisors, LLC
October 2005 - Present · 20 yrs 4 mos
Previous Registrations
Melhado, Flynn & Associates, INC
June 2003 - November 2005 · 2 yrs 5 mos
Lighthouse Investment Advisors,inc.
May 2003 - July 2003 · 2 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.