SilverOak Wealth Management provides investment advice and financial planning to individuals, families, and businesses. They create investment portfolios based on your goals and risk tolerance, and can manage these portfolios with or without your direct input on each trade. SilverOak also offers financial planning services covering areas like retirement, taxes, and estate planning. They can also help with employee benefit plans and pension consulting.
Assets Under Management$1.7B
Clients447
Advisors7
Avg. per Client$3.8M
Avg. per Advisor$250M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10M+ | 0.20% |
Fees for assets over $10,000,000 range from 0.20% to 0.35% and are negotiable. For portfolios less than $500,000, the annual fee is 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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