Oakes Financial Services (OFS) offers investment advice, including ongoing analysis of market conditions and recommendations for asset allocation across various investment types. OFS also offers financial planning services. OFS may select and monitor other money managers, receiving a portion of the fee you pay them. The principals of OFS are licensed insurance agents and may receive commissions.
Assets Under Management$12M
Clients26
Advisors1
Avg. per Client$470K
Avg. per Advisor$12M
Fee Structure
Oakes Financial Services charges a percentage of your account value annually for managing your investments. The fee is based on the gross value of your accounts and is paid quarterly or monthly.
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