OADE Financial provides financial planning services to individuals and high net worth individuals. These services include reviewing financial goals, summarizing the current financial situation, reviewing investment portfolios, analyzing debt, developing financial management strategies, identifying tax planning strategies, and working with other professionals to incorporate life insurance and estate planning needs. Investment recommendations are generally limited to no-load, low expense ratio mutual funds, US Treasury Bonds and Municipal Bonds. All investment transactions are self-directed by the client.
Assets Under ManagementN/A
Clients15
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
OADE Financial offers comprehensive financial planning services on a fixed fee basis, depending on the client's assets:
- Less than $1,000,000: $2,500
- Between $1,000,000 and $5,000,000: $4,000
- Between $5,000,000 and $10,000,000: $6,000
- Between $10,000,000 and $20,000,000: $12,000
- Greater than $20,000,000: Negotiated
One-Time Plan:$2,500 - $12,000
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