Red Oak Capital Advisors offers financial planning and investment management services. Financial planning covers areas like budgeting, education, tax, retirement, estate, and insurance. Investment management involves creating and managing portfolios based on client goals, using equities, bonds, ETFs, and mutual funds. Red Oak manages accounts on a non-discretionary basis only.
Assets Under Management$10M
Clients19
Advisors1
Avg. per Client$540K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable depending on the client's unique situation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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