Angel Oak Financial Services offers financial planning and investment management services. Financial planning covers areas like retirement, taxes, estate, and insurance. Investment management involves ongoing portfolio supervision and rebalancing, primarily using mutual funds. Angel Oak does not participate in wrap fee programs.
Assets Under Management$26M
Clients33
Advisors1
Avg. per Client$790K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Client accounts may be aggregated for fee calculations. Minimum annual fee of $2,400.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...