Oak Family Advisors offers personalized investment management and financial planning services for individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. Oak Family Advisors takes a holistic approach to client relationships, helping clients navigate cash flow management, tax planning, insurance reviews, education funding, retirement planning, estate planning, trust services, and gifting strategies. The investment strategy centers on strategic asset allocation using a core and satellite approach, combining in-house security selection with passively managed exchange-traded funds and selected actively managed funds to achieve global diversification. Oak Family Advisors manages portfolios on both a discretionary basis, where the firm makes trades without prior consent, and a non-discretionary basis.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
The annual fee is never more than 1% and is negotiable depending on the level of engagement and client-specific factors. There is a $1,000 minimum annual fee.