Assets Under Management
$241.8M
Number of Clients
196
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Oak Advisors, LLC provides discretionary and non-discretionary investment advisory services on a fee-only basis. They also offer financial planning and consulting services on a stand-alone, separate fee basis. The firm monitors account performance and asset allocation, and may recommend other professionals for implementation purposes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for amounts over $5,000,000.
3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910