Anthony Gedwill

Silver Oak Securities, INC.

10 Years of Experience

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Firm Information

Silver Oak Securities, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

174 advisors

Number of Clients

8,671 clients

Average Client Portfolio

$234K average

Assets Under Management

$2.0B

Fee Structure

Financial Plan Fee:Up to $35,000

Hourly Rate:$300/hr

Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.

View Full Brochure on SEC

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningFinancial Planning & Coaching

Advisor Information

Office location

403 N. Parkway, Suite 101, Jackson, TN, 38305

Get directions

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.