Silver Oak Wealth Advisors provides integrated wealth management, financial planning, and investment management services. They specialize in helping clients manage financial transitions. Silver Oak focuses on financial, personal, and family well-being, using a consultative process to tailor personalized strategies. They coordinate with other professionals like tax advisors and estate planning attorneys to provide holistic guidance.
Fee Structure
For investment management services, Silver Oak charges up to 1.25% of your portfolio annually, billed quarterly in advance. For wealth management, which includes ongoing financial planning, transition planning, and investment management, Silver Oak typically requires a combination of an annual fixed fee up to $60,000, depending on complexities, and an annual asset-based fee up to 1.00% of assets under management and assets under advisement on amounts over $1 million. In certain cases, Silver Oak may only require the annual fixed fee.