Oak Capital Advisors (OCA) offers investment advice and management, focusing on asset allocation and specific investments. OCA learns each client's goals and risk tolerance, monitoring performance with quarterly reports. OCA primarily uses Exchange Traded Index Funds (ETFs) and may use individual stocks and bonds. OCA aims to minimize costs and align portfolio volatility with the client's risk tolerance.
Assets Under Management$190M
Clients58
Advisors1
Avg. per Client$3.2M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.26% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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