Assets Under Management
$367.3M
Number of Clients
794
Number of Advisors
8
Average Client AUM
$463K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Wealth Navigation, LLC (dba Oak Lane Advisors) provides discretionary asset management and comprehensive financial planning services. Investment recommendations are based on client objectives and risk tolerance. They use various investments including stocks, bonds, mutual funds, ETFs, and alternative investments. Planning fees are based on the complexity of the client's financial situation.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014