Oak Creek Private Wealth Management provides ongoing portfolio management based on clients' goals, risk tolerance, and time horizon. They create an investment policy statement for each client. Oak Creek also offers consulting services to pension and employee benefit plans. Oak Creek may direct clients to third-party investment advisors like Envestnet. Oak Creek generally limits its investment advice to mutual funds, fixed income securities, real estate funds, insurance products, equities, hedge funds, private equity funds, ETFs, non-U.S. securities, venture capital funds and private placements.
Assets Under Management$6M
Clients8
Advisors1
Avg. per Client$740K
Avg. per Advisor$6M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 0.50% |
| $250K - $500K | 0.40% |
| $500K - $1.0M | 0.30% |
| $1.0M - $2.0M | 0.25% |
| $2.0M - $5.0M | 0.20% |
| $5M+ | 0.15% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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