Oath Planning manages investment portfolios for individuals, retirement plans, trusts, and small businesses. They work with clients to determine investment objectives and risk profiles, creating a written investment policy. Oath Planning primarily recommends passively managed mutual funds. They also offer financial planning services, providing written reports to help clients achieve their financial goals. Estate planning services are offered through an affiliated law firm, Oath Law.
Fee Structure
Oath Planning's investment management fees are based on the amount of your portfolio and the service level you choose (Silver, Gold, or Platinum). The annual fee is a percentage of your portfolio. All fees are negotiable, and family accounts may be combined for fee assessment. Investment management clients receive financial planning services at no additional cost.
Here's a breakdown of the annual fees:
- Less than $500,000
- Silver: 0.98%
- Gold: 1.18%
- Platinum: 1.48%
- $500,000 to $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 1.18%
- More than $1,000,000
- Silver: 0.98%
- Gold: 0.98%
- Platinum: 0.98%