White Oak Wealth Partners provides financial planning, consulting, and investment management services. Financial planning covers business planning, cash flow forecasting, insurance, retirement, tax, and charitable giving. Investment management includes managing client assets through mutual funds, exchange-traded funds, and independent investment managers. White Oak works with clients to understand their objectives and risk tolerance.
Assets Under Management$92M
Clients57
Advisors1
Avg. per Client$1.6M
Avg. per Advisor$92M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.25% |
| $2.5M - $7.5M | 1.10% |
| $7.5M - $10.0M | 0.90% |
| $10M+ | 0.75% |
White Oak may negotiate to charge a lesser fee based upon certain criteria.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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