Assets Under Management
$603.2M
Number of Clients
434
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
Oak Hill Wealth Advisors offers personalized investment management and financial advisory services to individual investors. Services include investment and wealth management, financial planning and consulting. They manage portfolios on a discretionary and non-discretionary basis, allocating assets among ETFs, mutual funds, and individual securities.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate.
19415 Deerfield Ave, Suite 203, Lansdowne, VA, 20176