Black Oak Wealth Management (BOWM) provides ongoing portfolio management services tailored to each client's individual goals, risk tolerance, and time horizon. BOWM creates an Investment Policy Statement for each client to guide investment decisions. BOWM's services are limited to mutual funds, equities, bonds, ETFs, real estate, hedge funds, and other securities.
Assets Under Management$13M
Clients46
Advisors1
Avg. per Client$270K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $249K | 1.25% |
| $249K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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