Silver Oak Leaf Financial Services (SOLFS) manages investment portfolios and offers financial planning services. SOLFS provides investment management services using either direct management or third-party managers. Financial planning services include project-based planning and ongoing comprehensive planning, covering areas like retirement, risk management, college savings, and estate planning. SOLFS tailors services to each client's needs and risk tolerance.
Assets Under Management$8.6M
Clients30
Advisors1
Avg. per Client$290K
Avg. per Advisor$8.6M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.80% |
Fees negotiable for accounts over $2,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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