Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $10.0M | 0.80% |
| $10M+ | 0.65% |
Minimum annual fee of $2,400. Basic Financial Planning up to 20 hours a year is included in fee.
Fee Estimator
SkyOak charges fees based on the services provided. Investment management fees are based on a percentage of assets under management, with a minimum annual fee of $2,400. Financial planning fees range from $1,500 to $10,000 for an initial plan, with hourly rates between $300 and $600. Private Wealth Manager and Family Office services have a minimum annual fee of $27,500. Self-Directed IRA services have a minimum fee of $800. Corporate retirement plan fees have a minimum of $5,000. Basic financial planning (up to 20 hours/year) is included in the investment management fee.
Areas of Practice
Advisor Information
Office location
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119
Get directionsRegulatory History (1)
Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Jennifer is the owner of SkyOak Asset Protection Group LLC, where she works as an independent insurance agent selling fixed and life insurance. This activity takes about 10-20% of her time.