Allied Oak Wealth offers customized wealth management services combining discretionary portfolio management and financial planning. Allied Oak Wealth builds portfolios primarily using exchange-traded funds and individual stocks, alongside mutual funds and bonds when appropriate. The investment approach is generally long-term focused. Financial planning covers areas such as retirement planning, personal savings, education funding, and investment strategy. Allied Oak Wealth operates as a fee-based registered investment advisor and serves individuals, high-net-worth individuals, trusts, and estates.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $4.0M | 1.25% |
| $4.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
Fees are negotiable at the sole discretion of Allied Oak Wealth. Fees take into consideration aggregate assets under management with Allied Oak Wealth.