Oracle Financial Group provides investment advice and retirement planning services tailored to each client's individual needs. They determine client goals and objectives through direct discussions and ongoing analysis, assessing risk tolerance, time horizon, and income needs. They regularly analyze investment alternatives and make recommendations consistent with the client's profile, monitoring and rebalancing accounts as needed. Oracle Financial Group manages assets on a non-discretionary basis.
Assets Under Management$9M
Clients16
Advisors1
Avg. per Client$560K
Avg. per Advisor$9M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $6.0M | 0.75% |
| $6M+ | 0.50% |
Fees are not negotiable. Minimum annual fee is $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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