Lindsey Black is a registered investment advisor at Oakstreet Wealth Management, INC., based in Magnolia, TX, with 22 years of industry experience. Lindsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 57 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OakStreet Wealth Management provides investment advice to qualified retirement plans. Fees are based on a percentage of the portfolio's market value, with a maximum annual rate of 2.00%. The actual fee may be less than 2.00% and is negotiated on a case-by-case basis. There is a minimum annual fee of $5,000. The fees are payable quarterly in arrears.
Annual Asset Based Chart:
- 0-5 million up to 40 bps
- The next 5 million up to 35 bps
- The next 5 million up to 30 bps
- The next 5 million up to 25 bps
- The next 5 million up to 20 bps
- The next 5 million up to 15 bps
- The next 5 million up to 12 bps
- The next 5 million up to 10 bps
Location
9911 Stubbs Road, Magnolia, TX, 77354
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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
Lindsey has 100% ownership of Blackstone Farms LTD. This activity occurs outside of normal business hours.
Employment History
Current Registrations
Oakstreet Wealth Management, INC.
Previous Registrations
Bok Financial Securities, INC.Broker
Triad Advisors, INC.Broker
Bok Financial Asset Management, INC.
Mbm Securities, INC.Broker
Royal Alliance Associates, INC.Broker
State Registrations2 states
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.