Oak Harbor Wealth Partners offers investment advice, institutional consulting, and financial planning to individuals, high net worth individuals, corporations, foundations, trusts, pension and profit-sharing plans, retirement plans and plan participants, and other entities. They manage investments on a discretionary or non-discretionary basis, and may utilize separate account managers. Financial planning covers areas like estate planning, risk management, retirement, and education funding.
Fee Structure
Oak Harbor Wealth Partners' fees for managing your investments are individually negotiated and based on a percentage of the value of your portfolio. The maximum fee is 1.50% per year. In some cases, a minimum flat fee may be imposed, but it will not exceed the 1.50% maximum. Fees are paid quarterly in advance, and are based on the value of your investments at the end of the previous quarter. If you end the agreement early, you'll receive a refund for the unearned portion of the fee.