Oak Advisors, LLC
Assets Under Management
$241.8M
Number of Clients
196
Number of Advisors
6
Average Client AUM
$1.2M
AUM per Advisor
$40.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oak Advisors, LLC offers investment advisory services on a fee-only basis, managing assets based on client objectives. They also provide standalone financial planning and consulting services for a separate fee. The firm may recommend independent managers and considers various factors in their selection. They do not recommend Bitcoin, cryptocurrencies, or digital assets.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Investment advisory fees are based on a percentage of assets under management, ranging from negotiable to 1.50%. There is also a $25 per account administrative fee per quarter, which may be waived. Financial planning and consulting fees range from $1,000 to $3,500 on a fixed fee basis, or $150 to $200 per hour. Fees are negotiable in special circumstances, potentially leading to diverse fees for similar clients.
Areas of Practice
Location
3 Clark Summit Drive, Suite 201, Bluffton, SC, 29910