Oak Wealth Advisors LLC
Assets Under Management
$321.0M
Number of Clients
179
Number of Advisors
2
Avg. Portfolio per Client
$1.8M
Avg. Managed per Advisor
$160.5M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Oak Wealth Advisors provides investment management and financial planning services. Investment management involves investing in mutual funds, exchange traded funds, stocks, and bonds, and may include third-party investment firms. Financial planning is offered on a fixed-fee basis and can include retirement, cash flow, wealth transfer, charitable, special needs, risk management, income tax, college tuition, and employee benefits planning. Oak Wealth manages client accounts with the goal of long-term investing and tax efficiency.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10.0M - $20.0M | 0.30% |
| $20M+ | 0.20% |
Oak Wealth may negotiate to waive its stated account minimum of $5,000 or charge a lesser management fee based upon certain criteria.
Fee Estimator
Areas of Practice
Location
836 Skokie Blvd., Northbrook, IL, 60062
