BlackOak Advisors offers investment management, financial planning, and investment consulting services. BlackOak Advisors manages investment portfolios on a discretionary or non-discretionary basis using diversified exchange-traded funds, mutual funds, U.S. Treasuries, bonds, cash equivalents, factor funds, and alternative investments. The firm can also advise on held-away assets such as workplace retirement accounts and 529 education plans. In addition to portfolio management, BlackOak Advisors provides financial planning covering retirement, income, taxes, estate planning, insurance, employee benefits, charitable giving, and education funding. Complex projects like business sales or executive compensation modeling are billed separately. BlackOak Advisors is wholly owned by Matthew S. Ford.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.00% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25.0M - $50.0M | 0.40% |
| $50M+ | 0.30% |
Fees may be negotiable based on overall scope, anticipated future assets, account composition, and other criteria.