Oakview Wealth Solutions manages investment portfolios and provides personalized financial planning for individuals, families, trusts, and business entities. Oakview Wealth Solutions offers both discretionary and non-discretionary investment management, building portfolios tailored to each client's specific goals, risk tolerance, and time horizon. In addition to managing investments, Oakview Wealth Solutions provides comprehensive financial planning covering retirement projections, cash flow and debt management, tax planning strategies, estate planning reviews, employee benefits optimization, college savings, and risk management. Clients can choose ongoing financial planning or project-based planning for specific questions. Oakview Wealth Solutions operates as an independent registered investment advisor based in St. Charles, Missouri, and puts client interests first as a fiduciary.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $3.0M | 0.75% |
| $3.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
Fees are negotiable based on historical relationship, asset type, anticipated future assets, and account composition.
