Bull Oak Capital offers financial planning covering retirement, cash flow, tax, college savings, debt management, investments, estate, charitable giving, and insurance. They also provide portfolio management based on individual goals, risk tolerance, and time horizon. Bull Oak primarily invests in exchange-traded funds (ETFs) but may also use other securities. They do not participate in wrap fee programs.
Assets Under Management$200M
Clients109
Advisors4
Avg. per Client$1.8M
Avg. per Advisor$49M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.00% |
| $1M+ | 0.35% |
For clients who also elect to receive Bull Oak’s discretionary portfolio management services, such portfolio management services will be subject to a separate and additional asset-based annual fee schedule. Fees are generally not negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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