Oasis Wealth Planning Advisors offers wealth planning and investment advice to individuals, high net worth individuals, and families. Services are tailored to each client's unique situation and goals. Oasis Planning does not sell insurance or investment products, nor does it accept commissions. The firm provides ongoing wealth planning, financial planning assessments, retirement readiness assessments, and financial fitness reviews. They manage investments with discretionary authority, using mutual funds and exchange-traded funds.
Assets Under Management$270M
Clients201
Advisors8
Avg. per Client$1.3M
Avg. per Advisor$33M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 0.75% |
| $2.0M - $4.0M | 0.50% |
| $4.0M - $7.0M | 0.35% |
| $7.0M - $10.0M | 0.25% |
| $10M+ | 0.15% |
There is a minimum fee of $10,000 annually for clients whose combined financial planning and investment management fee do not exceed $10,000. Fees can be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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