Oakwood Wealth Advisors provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. They create investment plans and monitor portfolios regularly. They also offer financial planning services, including investment planning, insurance reviews, retirement planning, college planning, and estate planning. Financial planning is offered at fixed or hourly rates.
Assets Under Management$12M
Clients43
Advisors1
Avg. per Client$280K
Avg. per Advisor$12M
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.75% |
| $100K - $250K | 0.70% |
| $250K - $500K | 0.65% |
| $500K - $1.0M | 0.60% |
| $1.0M - $2.0M | 0.55% |
| $2.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the needs of the client and complexity of the situation. Active Wealth Management is 2.50% for $250,000 - $2,500,000. Performance based fees are charged to qualified investors at 2.25% AUM and 10% of net profits above a high water mark.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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