Allied Oak Wealth provides wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, and estates. Allied Oak creates customized investment portfolios using exchange-traded funds (ETFs) and individual stocks based on each client's goals, risk tolerance, and financial situation. Financial planning services cover areas like retirement, education savings, and charitable giving.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
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 may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...