Oakwell Private Wealth Management
Assets Under Management
$461.9M
Number of Clients
331
Number of Advisors
10
Avg. Portfolio per Client
$1.4M
Avg. Managed per Advisor
$46.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Oakwell Private Wealth Management (OPWM) provides ongoing investment management based on your goals, risk tolerance, and time horizon. OPWM creates a plan to select a portfolio that matches your specific situation. OPWM also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt. Some advisors also offer insurance products through an affiliate.
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.55% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance Planning
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Location
3200 Steck Ave, Suite 200, Austin, TX, 78757