Ok401k, Inc. provides ongoing portfolio management services tailored to individual client goals and risk tolerance. They also offer consulting services to pension and employee benefit plans, including 401(k) plans. Ok401k generally limits its investment advice to mutual funds, fixed income securities, insurance products including annuities, equities and ETFs.
Assets Under Management$65M
Clients139
Advisors1
Avg. per Client$470K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 0.90% |
| $100K+ | 0.80% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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