Black Oak Investment Management provides services to qualified retirement plans, including 401(k)s and profit-sharing plans. Black Oak can act as a limited scope ERISA 3(21) fiduciary, advising plan sponsors, or as an ERISA 3(38) Investment Manager, with discretionary control over plan assets. Black Oak also assists in participant education. Specific services are outlined in detail to each plan in the 408(b)2 disclosure.
Assets Under Management$24M
Clients6
Advisors1
Avg. per Client$3.9M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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