First Oak Wealth Management provides financial planning and investment management services. Financial planning includes cash flow forecasting, trust and estate planning, insurance planning, and retirement planning. Investment management involves managing client portfolios, allocating assets among mutual funds, exchange-traded funds, individual securities, and independent investment managers. First Oak also provides planning and consulting services for high-net-worth individuals and businesses.
Assets Under Management$270M
Clients202
Advisors1
Avg. per Client$1.3M
Avg. per Advisor$270M
Fee Structure
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fee rate may differ for certain client holdings (e.g., held-away assets, accommodation accounts, alternative investments, etc.).
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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