Assets Under Management
$267.6M
Number of Clients
202
Number of Advisors
1
Average Client AUM
$1.3M
AUM per Advisor
$267.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
First Oak provides financial planning including cash flow forecasting, trust and estate planning, insurance, and retirement planning. They also offer portfolio management, allocating assets among mutual funds, ETFs, individual securities, options, and independent managers. They tailor services to individual client needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees based on a graduated rate based on tier breakpoints.
9131 Anson Way, Suite 200, Raleigh, NC, 27615