Oak Asset Management provides investment advice to individuals and other clients. As a fiduciary, Oak Asset Management is legally required to act in the client’s best interest. Oak Asset Management offers wrap fee accounts that are managed on an individualized basis according to the client’s investment objectives, financial goals, and risk tolerance.
Assets Under Management$410M
Clients251
Advisors4
Avg. per Client$1.6M
Avg. per Advisor$100M
www.facebook.com/oak-asset-management-149185889... ·www.linkedin.com/company/4045762 ·www.oakasset.com
Fee Structure
Planning is included in investment management
Oak Asset Management offers investment management as part of a bundled service called Wrap Comprehensive Portfolio Management. Please see the Wrap Fee Program Brochure for information regarding fees and compensation for this service.
Loading...