Oak Family Advisors provides investment management and financial planning services tailored to individual client needs. This includes determining financial objectives, identifying financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. Oak Family Advisors manages investments with a long-term plan that is reviewed annually. They can work with other professionals like lawyers and accountants at the client's request.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees are negotiable for accounts over $10,000,000. The schedule shown is for equity investments. Fixed income fees are: Less than $1,000,000: 0.75%, $1,000,001 - $2,500,000: 0.65%, $2,500,001 - $5,000,000: 0.50%, $5,000,001 - $10,000,000: 0.40%, More than $10,000,000: Negotiable