Silver Oak Advisory Group provides personalized financial planning and investment management. They offer advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investments, education, retirement, and estate planning. Silver Oak is a fee-only firm and does not sell commissioned products or accept commissions or finder's fees. Their investment strategy focuses on asset allocation, using research and software to design mixes of asset classes. Clients make the final investment decisions, and Silver Oak may take limited authority to rebalance accounts.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.95% |
| $1M+ | 0.60% |
The minimum annual fee is $6,600 depending on the size and complexity of the engagement. Fees may be less for larger client relationships and for non-profit and long-term clients.
