JB

Jeremy Scott Brandt

18 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
453 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$601.4M

Fee Structure

Minimum Investment:$200K
Financial Planning:Included in AUM fee
Financial Plan Fee:$1,500 - $10,000
Hourly Rate:$300 - $600/hr

SkyOak's fees depend on the services provided. Investment management fees are based on a percentage of assets under management and can range from 0.050% to 1.95%. Financial planning fees range from $1,500 to $10,000 for an initial plan, $200 to $600 per hour, or an annual retainer of 50% of the initial plan cost. Private Wealth Manager and Family Office service fees are calculated as annual flat fees, hourly fees (minimum $300/hour), or a percentage of net worth (0.18% to 0.48%). Corporate retirement plan advisory fees range from 0.50% to 1.25%.

Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningHigh Net Worth
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Advisor Information

Office location

28411 Northwestern Hwy, Suite 760, Southfield, MI, 48034

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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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Other Business ActivitiesSells Insurance

Jeremy is an insurance agent with Brandt, Kelly & Simmons Securities, LLC since 2006. He dedicates minimal time to this activity.

Employment History
Current Registrations
Skyoak Wealth
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
Bks Advisors, LLC
September 2010 - December 2019 · 9 yrs 3 mos
Brandt, Kelly & Simmons Securities, LLCBroker
March 2007 - October 2017 · 10 yrs 7 mos
State Registrations1 state
MI
Advisor
Exams
No exam information available for this advisor.