Oak Wealth Advisors provides investment management services, typically using mutual funds and exchange traded funds, and financial planning services to individuals and families. Investment management is customized to each client's needs, and managed on a discretionary basis. Financial planning services can be ongoing or project-based, covering areas like retirement, cash flow, wealth transfer, and college tuition planning.
Assets Under Management$320M
Clients179
Advisors3
Avg. per Client$1.8M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Fees may be negotiable. Minimum annual fee of $5,000 may be waived.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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