Oak Maple Finance is a registered investment advisor located in Burlington, Vermont, offering wealth management, investment management, and financial planning services. The firm builds personalized investment portfolios using stocks, bonds, mutual funds, exchange-traded funds, and cash equivalents, and can incorporate socially responsible investing principles upon request. When providing wealth management or investment management, Oak Maple Finance operates with the authority to make trades without asking first, acting legally in your best interest. Alongside investment management, the firm provides comprehensive financial planning covering areas such as retirement planning, tax planning strategies, estate planning, cash flow and debt management, business planning, college savings, employee benefits optimization, and risk management. Financial planning is available through ongoing engagements or project-based assignments. Oak Maple Finance does not have an account minimum requirement.
Fee Structure
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. Household accounts may be aggregated. Firm also offers a wealth management option combining planning and investment management for a flat annual fee of up to $15,000 plus 0.50% of managed assets.
