Assets Under Management
$2.0B
Number of Clients
8,671
Number of Advisors
174
Average Client AUM
$234K
AUM per Advisor
$11.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Silver Oak Securities, Inc. provides various advisory services including asset management through Compass and AdvisorFX, financial planning, referrals to third-party managers, Align Wealth Management, retirement plan services, and Pontera. Fees are negotiable and based on assets, complexity, and services provided. The firm also acts as a broker-dealer and insurance agency, creating potential conflicts of interest.
403 N. Parkway, Ste. 101, Jackson, TN, 38305