VaMa Oak Wealth offers investment advisory services to individuals and other clients. As a fiduciary, VaMa Oak Wealth aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. Services include comprehensive portfolio management and financial planning & consulting. For portfolio management, VaMa Oak Wealth may utilize sub-advisory services of a third party investment advisory firm.
Assets Under Management$91M
Clients117
Advisors2
Avg. per Client$780K
Avg. per Advisor$46M
Fee Structure
Investment management only (planning not offered)
VaMa Oak Wealth offers Comprehensive Portfolio Management where they create and manage a portfolio for you. The maximum annual fee charged for this service will not exceed 1.75%. Fees are negotiable and are deducted from your account quarterly.
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