LV
LV

Laraine Villapiano

4 Years of Experience
Purchase, NY

Laraine Villapiano is a registered investment advisor at One Oak Capital Management, LLC, based in Purchase, NY, with 4 years of industry experience. Laraine operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 377 clients with $450M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
3 advisors
Number of Clients
377 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$447.0M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)

One Oak Capital Management manages investments for separately managed accounts and charges a fee based on the value of the account. The annual fee ranges from 0.18% to 0.30%, paid quarterly.

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Location

287 Bowman Ave., Purchase, NY, 10577

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
One Oak Capital Management, LLC
May 2021 - Present · 5 yrs
State Registrations1 state
NY
Advisor

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.

Exams
No exam information available for this advisor.
Laraine Villapiano - Financial Advisor | TrueAdvisor