West Oak Wealth is a registered investment advisor that offers investment management and financial planning services. West Oak Wealth works with clients to understand their goals and risk tolerance, then develops a personalized investment plan. The firm primarily advises on stocks, bonds, mutual funds, and ETFs. Financial planning services cover areas like retirement, taxes, estate planning, and insurance. West Oak Wealth may use outside managers to assist with investment management.
Assets Under Management$24M
Clients46
Advisors2
Avg. per Client$520K
Avg. per Advisor$12M
www.westoakwealth.com ·www.linkedin.com/company/99256909 ·www.facebook.com/profile.php?id=61555302927529
Fee Structure
Minimum Investment:$200K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.00% |
| $750K - $1.0M | 0.90% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.70% |
Annual advisory fee of 1.00% of assets under management for non-U.S. clients. The combined fee charged to the Client will not exceed 2% of assets under management if an Outside Manager is utilized.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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