Oak Investments is a Michigan-based firm that connects clients with third-party investment advisory firms. Oak Investments does not manage client accounts, provide investment advice, or monitor the performance of the third-party managers they recommend. They ensure that the third-party managers are properly licensed or registered before making a referral.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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