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)
Judgment / Lien
May 2025Other Business ActivitiesSells Insurance
Jason serves on the Board of Trustees and Financial Management Committee for Nasri Academy for Gifted Children, dedicating minimal time to meetings and fund allocation. Jason is also an insurance agent with SkyOak Asset Protection Group LLC, spending a few hours per week on this activity.