Oak Tree Advisory Services (OTAS) offers financial planning, investment advice, pension advice, and non-discretionary investment management. OTAS also provides tax preparation, marriage/divorce mediation, and collaborative divorce services. OTAS aims to eliminate conflicts of interest and discloses any potential conflicts to clients. OTAS develops tailored service programs to fit the needs of each client.
Assets Under Management$25M
Clients40
AdvisorsN/A
Avg. per Client$630K
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
OTAS offers investment advice for an hourly fee or a flat fee. The custodian may also charge fees, mutual fund expenses, ETF fees, commissions, and transaction costs. OTAS may be able to negotiate with the custodian for lower transaction costs.
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