Oak Advisors provides investment advisory services where they manage your investments for a fee based on the value of your portfolio. They also offer financial planning and consulting services for a separate fee, covering topics like estate planning and insurance. Oak Advisors may recommend other professionals, but clients make all final decisions. They monitor portfolios and make changes as needed, but clients are responsible for notifying Oak Advisors of any changes in their financial situation.
Assets Under Management$280M
Clients163
Advisors6
Avg. per Client$1.7M
Avg. per Advisor$47M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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