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Wilbert Oakley

Familywealth Asset Management
18 Years of Experience
Lake Mary, FL
Sells Insurance
View SEC Summary
View SEC Summary

Wilbert Oakley is a registered investment advisor at Familywealth Asset Management, based in Lake Mary, FL, with 18 years of industry experience. Wilbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 421 clients with $180M in assets under management.

Familywealth Asset Management
Compensation
Fee-Only (% of Portfolio)
Firm Size
4 advisors
Number of Clients
421 clients
Average Client Portfolio
$421K average
Assets Under Management
$177.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.45%

Retail clients are charged 1.45% annually. Institutional accounts have a separate tiered schedule starting at 0.80% for accounts between $500,000 and $1,000,000, down to 0.60% for accounts between $5,000,000 and $10,000,000. Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

255 Primera Blvd., Suite 160, Lake Mary, FL, 32746

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History

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.

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Other Business ActivitiesSells Insurance

Wilbert is an insurance producer selling fixed annuity products, dedicating nearly full-time hours to this activity. He also owns a rental property managed by a real estate company, requiring minimal time and producing no income.

Employment History
Current Registrations
Familywealth Asset Management
April 2020 - Present · 6 yrs 6 mos
Familywealth
January 2018 - Present · 8 yrs 9 mos
Previous Registrations
Advisersource.com
September 2017 - December 2017 · 3 mos
Jolliffe Capital, INC.
April 2010 - June 2018 · 8 yrs 2 mos
Brookstone Capital Management LLC
November 2007 - February 2010 · 2 yrs 3 mos
State Registrations5 states
CACOFLOHTX
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.
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