Mighty Oak Management provides investment advice and manages investments for clients. Mighty Oak offers financial planning, consulting services, and manages assets for a fee based on a percentage of the value of the investments. Mighty Oak uses Interactive Brokers as a custodian. Mighty Oak primarily manages wrap fee accounts.
Assets Under Management$12M
Clients45
Advisors3
Avg. per Client$270K
Avg. per Advisor$4M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.25% |
| $500K - $1000K | 1.90% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.50% |
| $5M+ | 1.40% |
Fees are negotiable. A flat fee schedule is also available, not exceeding the corresponding rate in the Standard Linear Fee Schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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