SkyOak Capital provides investment and planning solutions for individuals, families, corporations, private funds, retirement funds, endowments, and foundations. SkyOak offers investment management, financial planning, consulting, and family office services. Financial planning can be integrated into wealth management or provided separately for a flat or hourly fee. SkyOak also offers self-directed IRA services and corporate retirement plan services.
Assets Under Management$220M
Clients268
Advisors2
Avg. per Client$820K
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,400
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Basic financial planning up to 20 hours a year is included in the fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...