Acorn & Oak Wealth Management (AOWM) offers wealth management and financial planning services. Wealth management includes investment management and ongoing financial planning. Financial planning services cover various areas like business planning, cash flow, college savings, estate planning, insurance, retirement planning, and tax strategies. AOWM may recommend third-party professionals but doesn't receive compensation from them.
Assets Under Management$29M
Clients65
Advisors1
Avg. per Client$440K
Avg. per Advisor$29M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $150K | 2.00% |
| $150K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 0.20% |
| $1.5M+ | 0.10% |
For clients with highly complex portfolios and financial situations, AOWM may negotiate a higher annual advisory fee with the client which will be discussed and agreed to prior to entering into an advisory contract. At no point will the agreed upon annual fee exceed 2% of Assets Under Management.
Fee Estimator
Your Portfolio Value
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Estimated Annual Fee
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