Oake Financial manages investment portfolios for clients, providing ongoing advice based on individual needs. They also offer financial planning services on a project or ongoing basis, covering topics like cash flow, debt management, college savings, estate planning, financial goals, investment analysis, retirement planning, risk management, and tax planning. Services are tailored to each client's specific needs, and clients can impose restrictions on investments.
Assets Under Management$24M
Clients23
Advisors1
Avg. per Client$1M
Avg. per Advisor$24M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable. For Assets Under Management greater than $1,000,000, the advisory fee may be a blended fee calculated by assessing the percentage rates using the predefined levels of assets as negotiated.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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