HD
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
31 advisors
Number of Clients
1,501 clients
Average Client Portfolio
$304K average
Assets Under Management
$456.4M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$500 - $3,000
Hourly Rate:$150 - $350/hr
Oak Ridge charges advisory fees that vary from 0.25% to 2.25% on managed assets, not to exceed a cumulative fee of 2.50%. Fees can be charged monthly or quarterly in advance or in arrears. Financial planning is offered on both a fixed fee and an hourly fee basis. Fixed fees range from $500 to $3,000. Hourly fees range from $150 to $350.
Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information
Office location
701 Xenia Avenue S Ste 100, Golden Valley, MN, 55416
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
The Oak Ridge Financial Services Group, INC
September 2013 - Present · 12 yrs 4 mos
The Oak Ridge Financial Services Group, INC.
January 2003 - Present · 23 yrs
The Oak Ridge Financial Services Group, INC. Broker
January 2003 - Present · 23 yrs
Previous Registrations
Dougherty & Company LLC Broker
March 1990 - January 2003 · 12 yrs 10 mos
Craig-Hallum, INC.Broker
November 1988 - March 1990 · 1 yr 4 mos
Oberweis Securities, INC.Broker
February 1988 - December 1988 · 10 mos
Engler-Budd & Company INC.Broker
March 1987 - February 1988 · 11 mos
State Registrations23 states
AKAZCACOCTFLGAIAILMIMNMONDNHNJNYORSCTXVAVTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.