Mighty Oak Strong America Investment Company manages investment portfolios and provides personalized financial planning for individuals and families. The firm builds customized portfolios using individual securities, mutual funds, and exchange-traded funds based on each client's risk tolerance and financial goals. For clients with $1 million or more in managed assets, financial planning is included at no extra cost; clients with fewer assets receive a portfolio evaluation. The firm also offers limited-scope financial planning on an hourly basis when ongoing investment management is not needed. Additionally, clients with more than $500,000 in managed assets can arrange for personal income tax return preparation through a related accounting firm at no additional cost. Donald L. DeMuth owns the firm, which has been in business since 2002.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $4.0M | 1.00% |
| $4.0M - $10.0M | 0.95% |
| $10.0M - $25.0M | 0.75% |
| $25M+ | 0.75% |
Fees are negotiable for accounts of $25,000,000 or more. Current and former employees, their family members, and houses of worship are typically not charged.
