MM
CFP

Michelle Ann Myhre

22 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
6 advisors
Number of Clients
196 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$241.8M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.50%
$2.0M - $4.0M1.25%
$4.0M - $5.0M1.00%
$5M+1.00%

Fees negotiable for accounts over $5,000,000.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Financial Plan Fee:$1,000 - $3,500
Hourly Rate:$150 - $200/hr

Investment advisory fees are based on a percentage of your portfolio's market value, ranging from negotiable to 1.50%. Financial planning and consulting fees range from $1,000 to $3,500 on a fixed fee basis, or $150 to $200 per hour. There is also a per account administrative fee of $25.00 per quarter that may be waived at the discretion of the Registrant. Fees are negotiable in special circumstances.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910

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Regulatory 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.

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Employment History
Current Registrations
Oak Advisors, LLC
October 2005 - Present · 20 yrs 3 mos
Previous Registrations
Melhado, Flynn & Associates, INC
June 2003 - November 2005 · 2 yrs 5 mos
Lighthouse Investment Advisors,inc.
May 2003 - July 2003 · 2 mos
State Registrations1 state
SC
Advisor
Exams
No exam information available for this advisor.