Oakwood Capital, INC.
Assets Under Management
$260.3M
Number of Clients
599
Number of Advisors
20
Average Client AUM
$435K
AUM per Advisor
$13.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oakwood Capital provides investment advisory and portfolio management services on a discretionary and non-discretionary basis. They also offer financial planning and consulting services, including retirement planning, estate planning, and tax strategies. They partner with third-party managers like Alphastar and AssetMark.
Fee Structure
Investment advisory fees are based on a percentage of assets under management. For non-discretionary accounts, fees range from 2.00% on the first $99,999 to 0.80% on amounts over $5,000,000. Discretionary portfolio management fees range from 0.15% on the first $249,999 to 0.10% on amounts over $2,000,000. Financial planning fees are charged hourly ($150-$500/hour), annually (fixed fee $500-$100,000), or as a one-time payment ($500-$100,000). Fees are negotiable based on account size and other factors. The account minimum is $25,000, but may be waived.
Areas of Practice
Location
600 Highway 169 South, Suite 1410, St. Louis Park, MN, 55426