Oak Peak Financial offers financial planning services covering cash flow, college funding, retirement, risk management, estate, and tax planning. They also provide ongoing portfolio management services. Oak Peak Financial works with individuals and high net worth individuals, and does not require minimum income or asset levels.
Assets Under Management$18M
Clients43
Advisors1
Avg. per Client$410K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 0.80% |
| $1M+ | 0.60% |
Fees may be discounted at the discretion of the Principal.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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