Oakwood Capital provides investment advisory and portfolio management services, as well as financial planning and consulting. They work with individuals, high net worth individuals, trusts, estates, and small businesses with retirement accounts. Oakwood Capital offers both discretionary and non-discretionary investment management. Financial planning services cover areas like retirement, estate, investment, and tax planning.
Assets Under Management$260M
Clients599
Advisors18
Avg. per Client$430K
Avg. per Advisor$14M
www.oakwoodcapital.com ·www.linkedin.com/company/oakwood-capital-inc ·www.facebook.com/oakwoodcapital.inc
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Oakwood Capital charges a percentage of your portfolio's value annually for investment advisory and portfolio management services.
Non-Discretionary Investment Advisory Fees:
- $25,000 to $99,999: 2.00%
- Next $100,000 to $249,999: 1.90%
- Next $250,000 to $499,999: 1.80%
- Next $500,000 to $999,999: 1.60%
- Next $1,000,000 to $1,999,999: 1.40%
- Next $2,000,000 to $2,999,999: 1.20%
- Next $3,000,000 to $4,999,999: 1.00%
- Next $5,000,000 and above: 0.80%
Discretionary Oakwood Portfolio Management Fees:
- $25,000 to $249,999: 0.15%
- $250,000 to $499,999: 0.14%
- $500,000 to $999,999: 0.13%
- $1,000,000 to $1,999,999: 0.12%
- $2,000,000 and above: 0.10%
Fees can be negotiable or assessed at a flat rate at the Advisor's discretion.
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