The Blue Oak Group is a specialized investment advisory firm that provides alternative investment advice to select clients. They offer tax-based investment strategies and introduce alternative investment exposure to traditional stock and bond portfolios. Blue Oak collaborates with clients' existing advisors and provides ongoing monitoring of investments. They may also provide investment consulting and tax strategy consulting services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are generally non-negotiable, but exceptions may be made on a client-by-client basis based on extraordinary circumstances. Captive Insurance Company client fees may be negotiable. There is also a separate fee schedule for clients seeking advice related to a particular capital strategy or investment.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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