Sageoak Financial, LLC
Assets Under Management
$143.9M
Number of Clients
260
Number of Advisors
4
Avg. Portfolio per Client
$554K
Avg. Managed per Advisor
$36.0M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
SageOak Financial offers financial planning and investment management to working professionals, business owners, near/current retirees, and their families. SageOak provides advice on investment consulting, tax efficiency, estate planning, retirement planning, insurance needs, charitable giving, business advice, cash flow planning, and college funding. SageOak also offers institutional advisory services to business entities, charitable organizations, trusts, estates, and 401(k) plans.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.65% |
| $250K - $500K | 1.40% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $1.5M | 0.95% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for amounts over $5,000,001.
Fee Estimator
Areas of Practice
Location
6964 S. 69th East Ave., Tulsa, OK, 74133-1738
