SkyOak Wealth provides investment and planning solutions to individuals, families, corporations, retirement funds, endowments, and foundations. SkyOak's services include investment management, financial planning, retirement plan advisory, financial consultation, and family office services. Investment management is customized based on financial circumstances, income needs, investment objectives, and risk profiles. Financial planning is integrated into the overall advisory service or provided separately for a flat or hourly fee.
Fee Structure
SkyOak Wealth charges an annual fee based on a percentage of the value of your investments. The exact fee can vary from 0.050% to 1.95% depending on your situation, investment style, and the scope of services required. The fee is charged either quarterly or monthly, in advance.