Assets Under Management
$196.3M
Number of Clients
264
Number of Advisors
3
Average Client AUM
$744K
AUM per Advisor
$65.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
SkyOak Capital offers customized investment and planning solutions, including investment management, financial planning, consulting, and family office services. They manage investments on a discretionary basis and provide financial planning on a flat fee or hourly basis. They also offer corporate retirement services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119