Kristina Schuler is a registered investment advisor at Allied Oak Wealth, LLC, based in Cornelius, NC, with 7 years of industry experience. Kristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable at the sole discretion of Allied Oak Wealth. Fees take into consideration aggregate assets under management with Allied Oak Wealth.
Fee Estimator
Location
Cornelius, NC
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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 →Other Business Activities
Kristina is a distributor for Young Living Essential Oils since 2017, dedicating minimal time to this activity. This activity is not investment-related.
Employment History
Current Registrations
Allied Oak Wealth, LLC
Previous Registrations
Paradiem, LLC
Hancock Whitney Investment Services INC.
Financial Engines Advisors L.L.C.
State Registrations3 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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