Brett Fellows
Brett Fellows is a CFP-designated registered investment advisor at Oak Capital Advisors, LLC, based in Mt. Pleasant, SC, with 20 years of industry experience. Brett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 99 clients with $63M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oak Capital Advisors charges an annual fee based on the amount of your investments and the complexity of the services provided, ranging from 0.15% to 1.50%. This fee covers consulting services, except in unique situations that may require a separate agreement for retainer services. Fees are charged in advance on a quarterly basis. There is a $50,000 minimum account size to open and maintain an advisory account.
Location
Mt. Pleasant, SC
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
October 2013Other Business Activities
Brett is the owner/operator of QDRO Divorce Financial Solutions, providing QDRO document preparation services. This non-investment related activity takes about 10-20% of his time.
Employment History
Current Registrations
Oak Capital Advisors, LLC
Previous Registrations
Kovack Advisors, INC.
Kovack Securities INC.Broker
MML Investors Services, LLC
MML Investors Services, LLCBroker
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.