Angel Oak Financial Services offers personalized investment management and financial planning services to individuals and small businesses. Led by Certified Financial Planner Robert Solimano, Angel Oak focuses on long-term asset allocation based on Modern Portfolio Theory, prioritizing downside protection rather than chasing short-term gains. Portfolios primarily utilize mutual funds and exchange-traded funds, and are maintained at Altruist Financial. In addition to managing investments, Angel Oak provides comprehensive financial planning covering retirement, taxes, estate planning, insurance, and cash flow. The firm operates with a minimum annual fee rather than an account minimum, making its services accessible to a range of clients while maintaining a legal commitment to act in each client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Client accounts may be aggregated for fee calculations. Angel Oak requires a minimum annual fee of $2,400.