Round Oak Capital provides investment advisory services to clients on a discretionary basis. They offer in-house portfolio management, including investment selection, performance oversight, and rebalancing. Asset allocation varies by client and may include equity and debt securities, ETFs, mutual and index funds, and alternative investments. Round Oak Capital also offers other services, including third-party supplemental performance reporting services, introductions to alternative investment opportunities, real estate advisory, administrative services, and general financial advisory.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are not negotiable, except in limited circumstances, such as when several members of the same family have accounts or a client maintains a much larger than average account value or the amount of work involved is less than normal.