PointOak Retirement Advisors provides investment advice and management to retirement plans, individuals, and pensions. For retirement plans, PointOak manages vendor relationships, analyzes plan design, and provides investment advice. For individuals, PointOak offers wealth management services on a discretionary basis, creating customized portfolios based on client goals and risk tolerance. PointOak may use sub-advisers to manage client accounts.
Assets Under Management$1.1B
Clients103
Advisors3
Avg. per Client$10M
Avg. per Advisor$360M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable depending upon the complexity of the client’s financial situation and the scope of services rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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