Sherwood Oak Knoll, LLC offers portfolio management services based on individual client goals, objectives, time horizon, and risk tolerance. They create an Investment Policy Statement for each client. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debit/credit planning. SOK generally limits its investment advice to mutual funds, equities and ETFs.
Assets Under Management$3M
Clients9
Advisors1
Avg. per Client$330K
Avg. per Advisor$3M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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