Assets Under Management
$601.4M
Number of Clients
453
Number of Advisors
4
Average Client AUM
$1.3M
AUM per Advisor
$150.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
SkyOak Wealth offers wealth management, investment management, comprehensive financial planning, retirement plan advisory, financial consultation, and family office services. Services are customized based on client circumstances, goals, and risk profiles. Financial planning can be integrated into investment management or offered separately for a flat or hourly fee.
28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034