Oak Street Advisory Group provides personalized investment management and financial planning services to individuals and high-net-worth clients. Founded in 2016 and based in Nevada City, California, the firm is owned and led by Meghan Coolbaugh. Oak Street Advisory Group offers both discretionary and non-discretionary portfolio management, tailoring investment strategies using mutual funds and exchange-traded funds based on Modern Portfolio Theory and fundamental analysis. In addition to managing investments, the firm offers financial planning and consulting services covering retirement planning, education funding, asset allocation, and overall financial resource management. Clients can engage the firm for comprehensive planning, standalone consulting, or ongoing portfolio supervision.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.50% |
Fees are paid quarterly in arrears and are negotiable under certain circumstances. Subject to a minimum quarterly fee of $1,000.
