White Oaks Wealth Advisors provides investment management and wealth management services to individuals, families, pension plans, and charitable organizations. White Oaks uses two models: White Oaks Core Funds and White Oaks Private Funds. White Oaks also offers family office services including investment tracking, bill paying, estate planning strategies, and tax planning. Financial planning is included with ongoing investment management for clients with at least $2,000,000 under management.
Assets Under Management$530M
Clients225
Advisors2
Avg. per Client$2.4M
Avg. per Advisor$270M
Fee Structure
Minimum Investment:$2M
Planning is included in investment management
White Oaks Wealth Advisors offers investment management services with fees that vary depending on the type of fund and account:
- Private Funds (for accredited investors): 0.90% annual fee for Aggressive Growth, Alternative Strategies, Moderate Growth, and Low Volatility Funds; 0.75% annual fee and 10% incentive fee for the Flexible Strategies Fund.
- Core Funds (mutual, index, and exchange-traded funds): 1.00% annual fee, negotiable above $10,000,000 under management.
- External Accounts (active retirement accounts like 401(k)s): 1.25% annual fee.
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