Terrence Wilson is a CFA-designated registered investment advisor at Oak Family Advisors, LLC, based in Chicago, IL, with 20 years of industry experience. Terrence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 203 clients with $620M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is never more than 1% and is negotiable depending on the level of engagement and client-specific factors. There is a $1,000 minimum annual fee.
Fee Estimator
Location
150 North Wacker Drive, Suite 1760, Chicago, IL, 60606-1607
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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 →Employment History
Current Registrations
Oak Family Advisors, LLC
Previous Registrations
Mid-Continent Capital LLC
Bufka & Rodgers LLC
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.
Exams
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