Oakview Wealth Solutions provides investment management, either directly or through third-party managers, and financial planning services. Financial planning covers areas like cash flow, college savings, estate planning, insurance, retirement, and tax strategies. Services are tailored to individual client needs and goals.
Assets Under Management$28M
Clients88
Advisors1
Avg. per Client$320K
Avg. per Advisor$28M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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% |
The annual fee may be negotiable based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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