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Gary Reetz
4 Years of Experience
Bronxville, NY
1 Disclosure
Gary Reetz is a registered investment advisor at One Oak Capital Management, LLC, based in Bronxville, NY, with 4 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $450M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
377 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$447.0M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
One Oak Capital Management manages investments for separately managed accounts and charges a fee based on the value of the account. The annual fee ranges from 0.18% to 0.30%, paid quarterly.
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Location
Bronxville, NY
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Regulatory History (1)
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Financial
February 2020Pending
Employment History
Current Registrations
One Oak Capital Management, LLC
October 2021 - Present · 4 yrs 7 mos
State Registrations1 state
NY
Advisor
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.
Exams
No exam information available for this advisor.