Oakleigh Wealth Services offers financial planning and investment management services to individuals, high net-worth individuals, and charitable organizations. As a fee-only firm, Oakleigh Wealth Services is only compensated by its clients. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, investments, retirement, risk management, and tax strategies. Investment management is provided on a discretionary basis.
Fee Structure
Oakleigh Wealth Services combines financial planning and investment management into one service, charging a fixed annual fee between $4,500 and $48,000. This fee is based on the client's specific needs, complexity, time, research, and resources required. The portion of the fee attributed to investment management will not exceed 3% of the assets managed. Fees are negotiable and billed monthly or quarterly.