Oak Springs Wealth Management provides financial planning and investment management services. Oak Springs works with clients to understand their financial situation and goals, then develops a financial outline and investment plan. Oak Springs manages investment portfolios on a discretionary or non-discretionary basis. Ancillary services such as trust management and business consultation are also offered.
Assets Under Management$52M
Clients82
Advisors2
Avg. per Client$640K
Avg. per Advisor$26M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for balances over $10 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...