Oak Advisors is a registered investment advisor based in Bluffton, South Carolina, offering personalized investment management and financial planning services. Oak Advisors manages client portfolios using fundamental and technical analysis, constructing strategies through individual stocks, bonds, exchange-traded funds, mutual funds, and independent managers. In addition to portfolio management, Oak Advisors provides standalone financial planning and consulting covering areas such as estate planning, tax planning, and insurance analysis. Oak Advisors acts in the client's best interest, tailoring investment strategies to individual goals while giving clients the ability to place restrictions on their accounts. Oak Advisors primarily recommends Charles Schwab and Company as the custodian and broker-dealer for client investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees for portfolios over $5,000,000 are negotiable. Oak Advisors may negotiate or offer reduced annual fees in special circumstances. Accounts also incur a $25 per quarter administrative fee.