OakTrust Wealth Advisors offers investment advisory services to individuals, high net worth individuals, trusts, and estates. OakTrust provides customized investment advisory solutions through personal client contact and discretionary investment management. OakTrust also offers financial planning services in areas such as retirement, tax, estate, and education planning. OakTrust may recommend independent managers to manage a portion of client assets.
Fee Structure
OakTrust charges an annual investment advisory fee, paid quarterly in advance, based on the value of your portfolio. The fee can be up to 1.25% annually, depending on the complexity of services, the amount you invest, and your overall relationship with OakTrust. Fees may be negotiable. If OakTrust uses independent managers, the total blended fee will not exceed 2.00% annually.