Crystal Oak Wealth Management provides investment management and financial planning services to individuals, high net worth individuals, and businesses. Investment management is tailored to client goals and risk tolerance. Financial planning covers cash flow, tax, insurance, estate, education, retirement, and business planning. Crystal Oak also offers ERISA plan services.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $10.0M | 0.60% |
| $10M+ | 0.50% |
Fees are negotiable based on various criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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