Gitau Financial Advisors, operating as Oakfort Wealth Partners, offers personalized investment management and financial planning services. They work with individuals, families, profit sharing plans, small businesses, trusts, and estates. Services include creating personalized portfolios using ETFs, mutual funds, and individual stocks and bonds. They offer both discretionary and non-discretionary portfolio management. Financial planning covers tax, insurance, estate, retirement, education planning, and cash flow analysis.
Assets Under Management$2.4M
Clients27
Advisors1
Avg. per Client$87K
Avg. per Advisor$2.4M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Assets on which the Advisor provides ongoing investment recommendations but do not have custody or trading authority (e.g., 401(k), 403(b)), are billed at 0.50% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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