SkyOak Wealth offers comprehensive wealth management, investment management, financial planning, and family office services tailored to individual client needs. The firm designs personalized investment portfolios using active management, fundamental and technical analysis, and core-satellite strategies, with options for equity, fixed income, and alternative investments. In addition to portfolio management, SkyOak provides retirement plan consulting, philanthropic management, estate and wealth transfer planning, life management, and budgeting. Services are customized based on each client's financial circumstances, risk tolerance, and goals, with account supervision occurring through regular reviews.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.95% |
Fees vary based on account size, time necessary to manage, asset mix, and scope of work, ranging from as low as 0.05% to as high as 1.95%. Fees may be negotiated at the firm's discretion.