SageOak Financial is a fee-only firm offering financial planning and investment management to working professionals, business owners, near/current retirees, and their families. SageOak provides advice on investments, taxes, estate planning, wealth enhancement, retirement, insurance, charitable giving, business succession, cash flow, and college funding. Investment management can be offered on a standalone basis or as part of a wealth management service.
Assets Under Management$140M
Clients260
Advisors5
Avg. per Client$550K
Avg. per Advisor$29M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for amounts over $5,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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