White Oak Financial Management, INC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
White Oak Financial Management offers financial strategies and investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. They help clients with financial goal setting, cash flow management, taxes, insurance, education funding, retirement planning, and estate planning. White Oak operates on a fee-based compensation model, receiving fees based on the value of assets managed and commissions from insurance products and annuities.
Assets Under Management$140M
Clients350
Advisors3
Avg. per Client$410K
Avg. per Advisor$48M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $750K | 1.70% |
| $750K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.20% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.70% |
Fees are negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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