Crimson Oak Wealth Management offers personalized financial planning and investment management services. They work with individuals, high-net-worth individuals, non-profit organizations, and business owners. Their advice covers financial objectives, cash flow, tax planning, investment management, college funding, retirement planning, and estate planning. They primarily use a long-term investment strategy, but may make short-term adjustments for risk management or to meet client needs.
Assets Under Management$35M
Clients51
Advisors1
Avg. per Client$680K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $3.5M | 1.15% |
| $3.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,001. Households with portfolios less than $250,000 may be assessed a 2.0% annual fee. The firm may reduce or waive the minimum asset level requirement at its discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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