BlackOak Advisors provides investment management, financial planning, and investment consulting services to individuals, families, trusts, estates, and businesses. Investment management can be offered alone or with financial planning. BlackOak manages client investment portfolios on a discretionary or non-discretionary basis, emphasizing long-term, diversified investing using ETFs and mutual funds. Financial planning covers topics like investment, retirement, insurance, tax, estate planning, employee benefits, charitable giving, and education funding.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$2M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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