Adam Mauldin is a registered investment advisor at Rightoak Asset Management, LLC, based in Grand Ledge, MI. Adam 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, High Net Worth, and 4 more. Their firm serves 676 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
RightOak Asset Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a minimum account size of $250,000, but this may be waived at the firm's discretion. The fee is calculated monthly, based on the value of your portfolio at the end of the previous month.
Location
Grand Ledge, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rightoak Asset Management, LLC
State Registrations2 states
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