Oak Financial Group offers investment management and financial planning services to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, and other business entities. Oak manages investments based on client goals and risk tolerance. Oak may provide financial plans covering investments, insurance, and retirement. Oak does not provide tax or legal advice.
Assets Under Management$150M
Clients133
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$73M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable and may be lower based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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