Silver Oak Securities offers various advisory services, including asset management through financial professionals, a unified managed account program (AdvisorFX), financial planning and consultations, referrals to third-party managers, Align Wealth Management, retirement plan services, and Pontera. Silver Oak Securities manages accounts based on clients' individual objectives, financial goals, and risk tolerance. The firm also provides financial planning and consulting services to individuals and families.
Fee Structure
Silver Oak Securities offers investment management through its Compass and AdvisorFX programs. The advisor fee is negotiable, with a maximum of 2% of assets. In addition to the advisor fee, there is a platform fee that includes a flat $45 per year and an asset-based fee between 0.08% and 0.15% for Compass accounts, and 0.20% for AdvisorFX accounts. Fees are billed quarterly or monthly, either in arrears or in advance. The platform fee covers access to account data, performance reporting, and other services.