Colin Page is a CFP-designated registered investment advisor at Oakleigh Wealth Services, based in Crozet, VA, with 3 years of industry experience. Colin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more. Their firm serves 51 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Oakleigh Wealth Services combines financial planning and investment management into one service, charging a fixed annual fee between $4,500 and $48,000. This fee is based on the client's specific needs, complexity, time, research, and resources required. The portion of the fee attributed to investment management will not exceed 3% of the assets managed. Fees are negotiable and billed monthly or quarterly.
Contact
Colin Page
Location
5793 the Square, Suite 9, Crozet, VA, 22932
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Oakleigh Wealth Services
State Registrations1 state
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Additional Information
I became interested in personal finance from a rather young age: let’s just say I didn’t know any other teenagers who made regular contributions to a Roth IRA from their summer job earnings! After graduating from the University of Virginia, I became a math teacher in Baltimore with Teach for America and discovered a passion for education. Following our teaching commitment, my wife and I were lucky enough to move back to Charlottesville, VA for her medical training and where I accepted a position at a small hedge fund. Over more than a decade, I grew as a professional and an investor, learning the theory and practice of disciplined investing and risk management, while forging connections across the financial industry. However, I missed the deep connection to our client’s everyday lives that I loved so much about teaching.