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Darrell Mccroskey

Oakwood Capital, INC.
34 Years of Experience
Fargo, ND
1 Disclosure
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Darrell Mccroskey is a registered investment advisor at Oakwood Capital, INC., based in Fargo, ND, with 34 years of industry experience. Darrell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 616 clients with $300M in assets under management.

Oakwood Capital, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
22 advisors
Number of Clients
616 clients
Average Client Portfolio
$494K average
Assets Under Management
$304.2M

Fee Structure

Minimum Investment:$25K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.00%
$100K - $250K1.90%
$250K - $500K1.80%
$500K - $1.0M1.60%
$1.0M - $2.0M1.40%
$2.0M - $3.0M1.20%
$3.0M - $5.0M1.00%
$5M+0.80%

Fees can be negotiable or assessed at a flat rate at the Advisor's discretion based on account size and prospective growth. Discretionary Oakwood portfolio management options feature separate lower tier rates ranging from 0.10% to 0.15%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1330 Page Drive, Suite 203B, Fargo, ND, 58103

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History

Regulatory History (1)
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Customer Dispute
December 1997
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Darrell works as a financial advisor for North Country Financial Advisors since 2013, dedicating full-time hours to this role. He is also an investment advisor representative of Oakwood Capital, Inc. since 2016, spending nearly full-time hours on this business.

Employment History
Current Registrations
Oakwood Capital, INC.
June 2016 - Present · 10 yrs 4 mos
Previous Registrations
Gardner Advisors INC.
June 2016 - December 2020 · 4 yrs 6 mos
Oakwood Capital Securities, INC.Broker
October 2011 - December 2023 · 12 yrs 2 mos
Woodbury Financial Services, INC.
August 2010 - October 2011 · 1 yr 2 mos
Woodbury Financial Services, INC.Broker
April 2010 - October 2011 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1982 - December 2000 · 18 yrs 4 mos
State Registrations1 state
ND
Advisor

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Exams
No exam information available for this advisor.
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