Oak Crest Advisory offers personalized investment advice through its Asset Management Services, which include asset allocation, portfolio construction, and ongoing monitoring based on a client's individual needs and risk tolerance. Oak Crest Advisory also offers financial planning services covering areas like budgeting, retirement, and insurance planning. Pension consulting services are offered to employee benefit plans.
Assets Under Management$70M
Clients178
Advisors3
Avg. per Client$390K
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.60% |
| $4.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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