RightOak Asset Management (ROAM) provides investment management, financial planning, and third-party money management services to individuals, high-net-worth individuals and families, retirement plans, and corporations. ROAM manages portfolios, reallocates assets, and invests in various securities, including equities, fixed income, and ETFs. They may also recommend alternative investments. ROAM also offers financial planning services, including creating written financial plans covering investment, retirement, insurance, tax, and education planning.
Fee Structure
RightOak Asset Management offers investment management services for an annual fee based on the value of your portfolio. The maximum annual fee is 2.00%. There is a minimum account size of $250,000, but this may be waived at the firm's discretion. The fee is calculated monthly, based on the value of your portfolio at the end of the previous month.