Oak Tree Wealth Management offers investment management services where they manage your investments based on your goals and risk tolerance. They also offer financial planning services for a fixed fee, covering topics like wills, estate planning, investments, taxes, and insurance. Oak Tree also partners with third-party money managers and receives referral fees.
Assets Under Management$13M
Clients58
Advisors2
Avg. per Client$220K
Avg. per Advisor$6.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 2.00% |
| $100K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
The annual fee may be negotiable for accounts over $5,000,001. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...