Brandon King is a registered investment advisor at Oakwood Capital, INC., based in St. Louis Park, MN, with 10 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 599 clients with $260M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Oakwood Capital charges a percentage of your portfolio's value annually for investment advisory and portfolio management services.
Non-Discretionary Investment Advisory Fees:
- $25,000 to $99,999: 2.00%
- Next $100,000 to $249,999: 1.90%
- Next $250,000 to $499,999: 1.80%
- Next $500,000 to $999,999: 1.60%
- Next $1,000,000 to $1,999,999: 1.40%
- Next $2,000,000 to $2,999,999: 1.20%
- Next $3,000,000 to $4,999,999: 1.00%
- Next $5,000,000 and above: 0.80%
Discretionary Oakwood Portfolio Management Fees:
- $25,000 to $249,999: 0.15%
- $250,000 to $499,999: 0.14%
- $500,000 to $999,999: 0.13%
- $1,000,000 to $1,999,999: 0.12%
- $2,000,000 and above: 0.10%
Fees can be negotiable or assessed at a flat rate at the Advisor's discretion.
Location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426
Get directionsHistory
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 ActivitiesSells Insurance
Brandon is a financial consultant and advisor with Oakwood Capital Securities, Inc., Oakwood Capital, Inc., and Oakwood Capital Advisors, LLC, dedicating a few hours per week to each. He is also a fixed insurance agent with Oakwood Capital Insurance Solutions, LLC, and a Vice President at Oakwood Capital Accounting & Tax Advisors, LLC, spending minimal time on the latter.
Employment History
Current Registrations
Oakwood Capital, INC.
Oakwood Capital Securities, INC.Broker
Previous Registrations
Allianz Life Financial Services, LLCBroker
Cetera Investment Services LLCBroker
State Registrations5 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.