Laura Bereiter is a CFP, PFS-designated registered investment advisor at White Oaks Wealth Advisors, INC., based in Minneapolis, MN, with 9 years of industry experience. Laura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, High Net Worth, and 3 more. Their firm serves 225 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
White Oaks Wealth Advisors offers investment management services with fees that vary depending on the type of fund and account:
- Private Funds (for accredited investors): 0.90% annual fee for Aggressive Growth, Alternative Strategies, Moderate Growth, and Low Volatility Funds; 0.75% annual fee and 10% incentive fee for the Flexible Strategies Fund.
- Core Funds (mutual, index, and exchange-traded funds): 1.00% annual fee, negotiable above $10,000,000 under management.
- External Accounts (active retirement accounts like 401(k)s): 1.25% annual fee.
Contact
Laura Bereiter
Location
5500 Wayzata Blvd, Suite 290, Minneapolis, MN, 55416
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
White Oaks Wealth Advisors, INC.
State Registrations1 state
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Additional Information
You are a key corporate executive, closely-held business owner, or wealthy individual. You have investable assets of $2-20 million and your financial life is complex. That complexity may come from multiple factors, such as your investment strategy, your equity compensation, your taxes, or other financial considerations, and you do not have the expertise, interest, or time to manage it. You have a nagging feeling that your financial plan can be stronger, but you aren't sure what to do. You want a partner to provide and coordinate expert guidance on specific actions you can take to strengthen your financial plan.