Aileen Danley is a CFP-designated registered investment advisor at Oak Street Advisory Group, LLC, based in Nevada City, CA, with 11 years of industry experience. Aileen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 85 clients with $85M 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 $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Minimum quarterly fee of $1,000.
Fee Estimator
Location
Nevada City, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Oak Street Advisory Group, LLC
Previous Registrations
Warren Street Wealth Advisors, LLC
Antonio Financial Group
State Registrations1 state
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