Council Oak Wealth Advisors offers personalized investment management, financial planning, financial consulting, and a bundled wealth management program. Council Oak Wealth Advisors tailors advisory services to individual goals and risk tolerances, utilizing strategies such as fundamental and technical analysis, modern portfolio theory, and long-term or short-term purchases. The firm works with individuals, high-net-worth individuals, retirement plans and accounts, charitable organizations, and business entities. Council Oak Wealth Advisors operates on both a discretionary and non-discretionary basis, meaning they can make trades on your behalf or require your approval beforehand.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.50% and 2.00% depending on asset value, complexity, and administration level. Fees are negotiable and billed quarterly in advance.