Oakmont Wealth Advisory, operating as White Oak Wealth Management, offers investment management and financial planning services. They work with individuals, high net worth individuals, trusts, estates, and charitable organizations. Oakmont develops a financial outline and investment plan with each client, which are periodically reviewed and updated. They manage investment portfolios on a discretionary basis, but clients can impose certain written restrictions.
Assets Under Management$94M
Clients56
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$47M
www.whiteoakwealthmanagement.com ·www.linkedin.com/company/white-oak-wealth-manag... ·www.facebook.com/whiteoakwealth
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Minimum annual fee of $4,000. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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