Oak Tree Securities provides financial planning and investment advice to individuals, couples, salaried executives, small business owners, and retirees. Services include analyzing investment portfolios, creating retirement projections, and planning for taxes, estates, and education funding. Oak Tree Securities will make recommendations aligned with the client's risk profile and return requirements with the goal of improving the client's overall financial situation.
Assets Under Management$3.7M
Clients5
Advisors5
Avg. per Client$740K
Avg. per Advisor$740K
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.75% |
| $2.5M+ | 0.65% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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