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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 South, Suite 100, Golden Valley, MN, 55416-1089
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. Broker
April 2024 - Present · 1 yr 9 mos
The Oak Ridge Financial Services Group, INC
September 2023 - Present · 2 yrs 4 mos
Previous Registrations
Regan Investments, INC.
March 2018 - March 2023 · 5 yrs
UBS Financial Services INC.
September 2006 - September 2007 · 1 yr
UBS Financial Services INC. Broker
August 2006 - September 2007 · 1 yr 1 mo
Piper Jaffray & CO. Broker
January 2002 - August 2006 · 4 yrs 7 mos
State Registrations5 states
MNORTXWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.