Oak Capital Advisors, based in Mt. Pleasant, South Carolina, offers investment advice and financial planning services. This includes reviewing client financial goals, recommending asset allocation strategies, and preparing written investment strategies. Oak Capital Advisors also provides financial planning retainer services, such as risk assessment, investment planning, and estate planning. Investment advice is tailored to individual client needs.
Fee Structure
Oak Capital Advisors charges an annual fee based on the amount of your investments and the complexity of the services provided, ranging from 0.15% to 1.50%. This fee covers consulting services, except in unique situations that may require a separate agreement for retainer services. Fees are charged in advance on a quarterly basis. There is a $50,000 minimum account size to open and maintain an advisory account.