Oak Summit Wealth Management provides investment management and financial services, specializing in tax-efficient, transitional, and retirement planning. They assist clients experiencing major life changes, offering investment advice, tax planning, and coordination with other professionals like estate planning attorneys and CPAs. Investment management services are offered on both a discretionary and non-discretionary basis, with recommendations tailored to individual client needs and risk tolerances. Financial planning is included as part of their investment management services.
Fee Structure
Oak Summit Wealth Management charges an annual fee for investment management services, ranging from 0.55% to 1.50% of your portfolio, depending on the size and complexity of your account. Fees are billed quarterly, based on the value of your account on the last day of the quarter. Oak Summit also offers investment management for a flat fee, typically with a minimum of $10,000 per year. The minimum quarterly fee is $2,500. Fees are negotiable.
