Garrett Oakley is a CFP-designated registered investment advisor at Oakley Private Wealth, based in Marvin, NC, with 4 years of industry experience. Garrett operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.60% |
All fees are negotiable. Fees may be reduced or waived at the firm's discretion.
Fee Estimator
Location
1009 Seminole Drive, Marvin, NC, 28173
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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
Oakley Private Wealth
Previous Registrations
Betterment
Robert W. Baird & CO. IncorporatedBroker
Robert W. Baird & CO. Incorporated
Mcgill Advisors, INC.
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.
Exams
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