OakTree Financial Planning provides financial planning and investment management services. As a fee-only firm, OakTree Financial Planning doesn't receive commissions. OakTree Financial Planning offers advice on retirement planning, tax planning, insurance review, investment management, and estate plan review. The firm manages investments with both strategic and tactical asset allocations.
Assets Under Management$90M
Clients23
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$90M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$20,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Minimum quarterly fee of $5,000. Fees are negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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