Terrence Wilson is a CFA-designated registered investment advisor at Oak Family Advisors, LLC, based in Chicago, IL, with 20 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 193 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. The schedule shown is for equity investments. Fixed income fees are: Less than $1,000,000: 0.75%, $1,000,001 - $2,500,000: 0.65%, $2,500,001 - $5,000,000: 0.50%, $5,000,001 - $10,000,000: 0.40%, More than $10,000,000: Negotiable
Fee Estimator
Location
150 North Wacker Drive, Suite 1760, Chicago, IL, 60606-1607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oak Family Advisors, LLC
Previous Registrations
Mid-Continent Capital LLC
Bufka & Rodgers LLC
State Registrations2 states
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