Oakley Private Wealth LLC is a wealth management firm led by Garrett Oakley, offering personalized investment management and comprehensive financial planning for individuals and families. The firm focuses on a relationship-driven approach, prioritizing clarity and alignment with each client's financial goals. Investment portfolios are managed on a discretionary basis, utilizing fundamental analysis, macroeconomic research, and long-term strategies such as low-cost index funds, exchange-traded funds, and tax-efficient portfolio construction. Comprehensive financial planning covers retirement planning, tax-efficient investing, estate planning coordination, cash flow analysis, and insurance review. The firm serves a selective, limited group of clients and does not impose a minimum account size.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $4.0M | 0.85% |
| $4M+ | 0.60% |
All fees are negotiable. Fees may be reduced or waived at the firm's discretion.