SkyOak Capital is an investment advisory firm headquartered in Las Vegas, Nevada, with additional offices in Oregon and California. The firm offers private wealth management, asset management, and corporate retirement services. SkyOak customizes its investment management and financial planning strategies based on each client's financial circumstances, risk tolerance, and income needs. Using an open architecture approach, SkyOak builds portfolios by combining separately managed accounts, mutual funds, active management organizations, and technical analysis trading models. In addition to investment management, the firm provides comprehensive financial planning, project-based consulting, family office services, self-directed individual retirement account administration, and corporate retirement plan consulting.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Basic financial planning up to 20 hours a year is included in the investment management fee. Fees may be negotiable.