Silver Oak Securities offers a variety of advisory services, including personalized asset management through financial professionals, unified managed accounts using outside investment strategists, comprehensive financial planning, and specialized services like Align Wealth Management. The firm works with individuals, high-net-worth clients, businesses, and retirement plans. Clients can choose between discretionary and non-discretionary portfolio management. Investment strategies range from passive buy-and-hold approaches to active tactical asset allocation, utilizing exchange-traded funds, mutual funds, individual stocks and bonds, and other securities. The firm also provides consulting for employer-sponsored retirement plans and third-party account management.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The maximum advisor fee is 2.0% of assets. Fees are negotiable between you and your financial professional. Accounts also incur a platform fee consisting of $45 annually plus an asset-based fee between 0.05% and 0.25%.