Areas of Practice
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 | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Oak Wealth may negotiate to waive its stated account minimum of $5,000 or charge a lesser management fee based upon certain criteria.
Fee Estimator
Contact
Ryan Mcguire
Location
836 Skokie Blvd., Northbrook, IL, 60062
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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
Ryan is a minority shareholder (20% owner) of Ridgeview Storage MP, LLC, a self-storage units complex, since October 2020. He dedicates minimal time to this business, none of which is during regular business hours.
Employment History
Current Registrations
Oak Wealth Advisors LLC
Previous Registrations
Wipfli Financial Advisors, LLC
State Registrations1 state
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