Oak Road Wealth Management (ORWM) offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. ORWM creates an Investment Policy Statement for each client and constructs a plan to aid in the selection of a portfolio that matches each client's specific situation. ORWM also offers financial planning services, which may include investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
For clients with $500,000 or more in assets under management, comprehensive financial planning services are provided at no additional cost as part of the advisory fee. For clients with less than $500,000 under management, financial planning services are available for an additional negotiable fee.