Oakwood Advisory Group offers financial planning, consulting, and investment management services. Financial planning covers areas like retirement, education, and risk management. Investment management involves ongoing supervision of client accounts. Oakwood may refer clients to outside sub-advisors. Private Wealth Management is also offered as a fixed-fee ongoing financial planning program.
Assets Under Management$10M
Clients16
Advisors1
Avg. per Client$640K
Avg. per Advisor$10M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Subject to a minimum annual fee of $2,500. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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