Red Oak Advisors offers investment advice and financial planning to individuals, families, and other clients. Services include portfolio management using ETFs, mutual funds, and individual securities, as well as financial planning covering investment, retirement, estate, tax, education, and insurance needs. Red Oak also offers separately managed accounts through Schwab's programs.
Assets Under Management$43M
Clients55
Advisors1
Avg. per Client$790K
Avg. per Advisor$43M
Fee Structure
Red Oak Advisors offers investment management services. Here's how the fees work:
- Portfolio Management: The maximum annual management fee is 1.25% of your portfolio's value. This fee is negotiable.
- Separately Managed Accounts (SMA): Red Oak charges 1.00% annually, and Schwab charges an additional 0.50% annually.
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