Oakwater Financial Advisors (OFA) offers portfolio management tailored to individual client goals, including investment strategy, asset allocation, and regular monitoring. OFA also provides pension consulting services to employee benefit plans. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. OFA generally advises on mutual funds, fixed income, real estate funds, insurance products, equities, hedge funds, private equity funds, and ETFs.
Assets Under Management$4.3M
Clients54
Advisors1
Avg. per Client$80K
Avg. per Advisor$4.3M
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 - $2.0M | 0.90% |
| $2M+ | 0.70% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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