Sara Veatch is a CFP-designated registered investment advisor at Oakworth Asset Management, LLC, based in Charlotte, NC, with 11 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 678 clients with $760M 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 $2.5M | 1.25% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 0.75% |
For accounts made up of fixed income investments, the fees are: First $2,500,000: 0.50%, Above $2,500,000: 0.38%. The Firm may negotiate a different fee rate for certain client holdings.
Fee Estimator
Location
6000 Fairview Road, Ste. 125, Charlotte, NC, 28210
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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
Oakworth Asset Management, LLC
Previous Registrations
Suntrust Advisory Services, INC.
Suntrust Investment Services, INC.Broker
Tiaa-Cref Individual & Institutional Services, LLCBroker
Advice and Planning Services
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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