Rick Vala is a CFP-designated registered investment advisor at Vama Oak Wealth, LLC, based in Doylestown, PA, with 9 years of industry experience. Rick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 117 clients with $91M in assets under management.
Compensation
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Fee Structure
VaMa Oak Wealth offers Comprehensive Portfolio Management where they create and manage a portfolio for you. The maximum annual fee charged for this service will not exceed 1.75%. Fees are negotiable and are deducted from your account quarterly.
Location
196 W Ashland St, Doylestown, PA, 18901
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Vama Oak Wealth, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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