Valley Oak Investment Strategies provides financial planning and investment management services to individuals, families, and business owners. Financial planning includes comprehensive plans and financial consulting on specific topics. Investment management uses model portfolios and sub-advisers. They also offer retirement plan consulting, recommending a third-party investment advisor for 401(k) plan management.
Fee Structure
Valley Oak Investment Strategies charges a fee based on a percentage of your investments each year, ranging from 0% to 2.00%. This fee is negotiable, and you may be able to lower it by combining multiple accounts. The fees charged by the sub-adviser, Bison Wealth, are included in Valley Oak's fee. GeoWealth's platform fees are separate and in addition to Valley Oak's fee, with a maximum of 0.50%.