Oak Maple Finance provides investment management and financial planning services to individuals and high-net-worth individuals. OMF offers wealth management, investment management, and financial planning services. OMF develops a personal investment policy or an investment plan with an asset allocation target and creates and manages a portfolio based on that policy and allocation targets. OMF is a fee-only firm, meaning the only compensation OMF receives is from its Clients for its services.
Assets Under Management$93M
Clients54
Advisors2
Avg. per Client$1.7M
Avg. per Advisor$46M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.65% |
Fees are negotiable and will not exceed 2.00% of the value of your investments.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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