Oak Root LLC offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Oak Root creates an investment policy statement for each client and may use model portfolios. Oak Root also provides financial planning services, including investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Assets Under Management$920M
Clients18
Advisors2
Avg. per Client$51M
Avg. per Advisor$460M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.90% |
| $1.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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