Ram and Oak Investment Partners provides asset management services by determining clients' financial goals, risk tolerance, and investment objectives. They also offer financial planning and consulting services, including net worth statements, cash flow analysis, retirement strategy, investment planning, tax reduction strategy, and estate preservation. Financial planning is included with asset management.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The investment advisory fee is negotiable but will not exceed a maximum annual fee of 2.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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