Oak Wealth Advisors is a registered investment advisor founded in 2008, with offices in Illinois, North Carolina, and Tennessee. The firm focuses on serving individual clients, families, trusts, and estates. Oak Wealth Advisors offers two primary services: investment management and financial planning. For investment management, Oak Wealth Advisors builds diversified portfolios primarily using no-load mutual funds, exchange-traded funds, stocks, and bonds, operating with the authority to make trades without asking first based on a collaboratively established investment policy. For financial planning, Oak Wealth Advisors provides both ongoing and project-based guidance covering retirement, cash flow, wealth transfer, charitable giving, special needs, insurance, income tax, college tuition, and employee benefits. Oak Wealth Advisors is legally required to act in your best interest and operates as a fee-only practice, meaning compensation comes solely from clients without commissions or sales loads.
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% |
There is a minimum annual fee of $5,000. Family accounts are aggregated for fee calculation. Fees are negotiable.
