Laurel Oak Wealth Management provides investment management, financial planning, and consulting services. Laurel Oak manages investments on a discretionary or non-discretionary basis. The firm works with individuals, families, and institutions, offering services like retirement planning, education planning, and business financial planning. Laurel Oak may use independent managers to manage client assets.
Assets Under Management$1.3B
Clients4,525
Advisors11
Avg. per Client$300K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Laurel Oak's annual investment management fee, which includes financial planning, is based on the total value of your investments. The fee can range up to 2.0% annually, charged monthly. Fees can be structured as a flat percentage, a flat dollar amount, or a tiered schedule.
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