Areas of Practice
Charitable GivingEducation PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthInvestment ManagementRetirement PlanningSpecial Needs PlanningTax Planning
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
2 advisors
Number of Clients
179 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$321.0M
Fee Structure
Minimum Investment:$550K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Oak Wealth may negotiate to waive its stated account minimum of $5,000 or charge a lesser management fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$2M
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact
Michael Walther
Location
836 Skokie Blvd, Northbrook, IL, 60062
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Oak Wealth Advisors LLC
November 2008 - Present · 17 yrs 4 mos
State Registrations1 state
IL
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.
Contact
Michael Walther