OakLeaf Asset Advisors offers personalized financial planning and investment management services. OakLeaf provides advice through consultations, covering financial objectives, cash flow, tax planning, insurance, investments, education funding, retirement, and estate planning. OakLeaf is a fee-only firm and does not sell financial products or receive commissions.
Assets Under Management$31M
Clients89
Advisors1
Avg. per Client$350K
Avg. per Advisor$31M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.50% |
Rates are negotiable and may be less for larger client relationships and for non-profit and long-term clients. Current client relationships may exist where the fees are lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...