White Oak Wealth provides financial planning services to help clients evaluate their financial situation, goals, and risk tolerance. They also offer 401k retirement plan services for businesses. White Oak Wealth may recommend third-party investment advisors based on a client's individual needs, goals, and risk tolerance. The firm monitors these third-party advisors and acts as the client's primary financial advisor.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fee is negotiable based on the size of the account. This fee is separate from the third-party advisor's fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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