Emerging Oaks Capital offers investment advisory services across public and private securities. The firm manages public securities accounts, analyzes private placements and pooled investment vehicles, and sponsors private pooled investment vehicles. EOC aims to build long-term asset growth and sustainable cash flow opportunities for clients, considering their risk tolerance, liquidity needs, and current asset allocation. The firm also provides consulting services to individuals and pooled investment vehicles.
Assets Under Management$1.3M
Clients7
Advisors1
Avg. per Client$190K
Avg. per Advisor$1.3M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiated directly with clients before commencing the advisory relationship. Minimum AUM fee is 0.7%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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