Wealth Navigation, operating as Oak Lane Advisors, offers both investment management and financial planning services. For investment management, Oak Lane meets with clients to determine their objectives and risk tolerance, then recommends an asset allocation and manages the portfolio. Financial planning covers areas like estate planning, retirement, and taxes. Oak Lane may also recommend third-party money managers.
Assets Under Management$370M
Clients794
Advisors8
Avg. per Client$460K
Avg. per Advisor$46M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations. Third party manager fees range from 0.15% to 0.65% in addition to Oak Lane's advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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