Council Oak Wealth Advisors offers investment advice tailored to clients' needs. Services include portfolio management (discretionary and non-discretionary), financial planning, and a bundled Wealth Management Program. They primarily advise on exchange-traded funds, mutual funds, stocks, and bonds. The firm also provides advisory services to employee benefit plans and participants.
Assets Under Management$440M
Clients328
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$110M
Fee Structure
Council Oak Wealth Advisors' annual fee for portfolio management and wealth management services ranges from 0.50% to 2.00% of your portfolio's value. The fee depends on the complexity of services, the value of assets managed, and the level of administration requested. Fees are billed quarterly in advance. The advisory fee is negotiable.
Loading...