Fair Oaks Financial (FOF) manages investment portfolios based on clients' individual needs and goals. FOF also offers ongoing comprehensive financial planning for a monthly fee, covering areas like net worth, cash flow, insurance, retirement, and estate planning. Additionally, FOF provides project-based financial planning services on an hourly basis for specific topics.
Assets Under Management$25M
Clients36
Advisors1
Avg. per Client$700K
Avg. per Advisor$25M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.40% |
Investment Management services are included in the Ongoing Financial Planning fees for Clients with less than $250,000 in assets under management with FOF. If a Client is engaging FOF for stand-alone Investment Management services, and has less than $250,000 in assets under management, the annual advisory fee is 1.25%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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