Darrell Mccroskey is a registered investment advisor at Oakwood Capital, INC., based in St. Louis Park, MN, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 599 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakwood Capital charges a percentage of your portfolio's value annually for investment advisory and portfolio management services.
Non-Discretionary Investment Advisory Fees:
- $25,000 to $99,999: 2.00%
- Next $100,000 to $249,999: 1.90%
- Next $250,000 to $499,999: 1.80%
- Next $500,000 to $999,999: 1.60%
- Next $1,000,000 to $1,999,999: 1.40%
- Next $2,000,000 to $2,999,999: 1.20%
- Next $3,000,000 to $4,999,999: 1.00%
- Next $5,000,000 and above: 0.80%
Discretionary Oakwood Portfolio Management Fees:
- $25,000 to $249,999: 0.15%
- $250,000 to $499,999: 0.14%
- $500,000 to $999,999: 0.13%
- $1,000,000 to $1,999,999: 0.12%
- $2,000,000 and above: 0.10%
Fees can be negotiable or assessed at a flat rate at the Advisor's discretion.
Location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
Get directionsHistory
Regulatory History (1)
Customer Dispute
December 1997Other 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.
Previous Registrations
Gardner Advisors INC.
Oakwood Capital Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.