Oaks Wealth Management manages investment portfolios and provides financial planning services covering retirement, risk management, college savings, cash flow, debt management, work benefits, and estate planning. They also offer business planning services. Financial plans are tailored to each client's goals and values. Oaks Wealth Management also provides financial therapy services.
Fee Structure
Oaks Wealth Management offers investment management services where fees are based on the value of your portfolio. The annual fee is a flat percentage of your portfolio's value, calculated quarterly. The fee is negotiable. There are different rates for accounts managed 'in-house' versus 'held away' (at another institution), and 'held away' accounts have different rates based on the available selection of securities. The brochure does not specify the exact percentage charged for investment management.