John Chiacchiero is a registered investment advisor at Oak Advisors, LLC, based in Bluffton, SC, with 23 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 163 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for portfolios over $5,000,000 are negotiable. Oak Advisors may negotiate or offer reduced annual fees in special circumstances. Accounts also incur a $25 per quarter administrative fee.
Fee Estimator
Location
3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910
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Regulatory History
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 →Other Business Activities
John is a 50% owner and officer of International Educational Exchanges, Inc., an immigration consulting business, dedicating a few hours per week to providing strategic direction. He also works as an adjunct professor at the University of South Carolina-Beaufort, teaching business classes for a few hours per week.
Employment History
Current Registrations
Oak Advisors, LLC
Previous Registrations
Melhado, Flynn & Associates, INC
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.
Exams
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