Red Oak Financial Group offers comprehensive wealth management services, combining investment portfolio management with personalized financial planning. Red Oak Financial builds proprietary model portfolios primarily using exchange-traded funds and mutual funds, tailored to each client's specific goals, risk tolerance, and time horizon. The firm acts as a fiduciary, legally required to put client interests first. Services include retirement planning, tax-aware strategies, estate planning guidance, and education funding. Red Oak Financial also provides retirement plan consulting services for businesses and plan sponsors. Clients typically have accounts held at a third-party custodian.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Wealth management fee covers both investment management and financial planning, ranging up to 1.50% annually based on asset size, complexity, and relationship scope. Fees are negotiable.