Oak Lane Advisors
Assets Under Management
$367.3M
Number of Clients
794
Number of Advisors
8
Average Client AUM
$463K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Wealth Navigation, LLC (dba Oak Lane Advisors) provides discretionary asset management and comprehensive financial planning services. Investment recommendations are based on client objectives and risk tolerance, using various investments including stocks, bonds, mutual funds, and ETFs. They may recommend third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.90% |
Fees may be negotiable in certain situations.
Fee Estimator
Wealth Navigation charges an annual advisory fee based on a percentage of assets under management, billed quarterly. Fees may be negotiable. Clients also pay brokerage commissions, transaction fees, custodial fees, and other third-party charges. Financial planning fees are fixed and depend on the scope and complexity of the plan, with an approximate hourly rate of $250-$300. A down payment of up to 100% may be required.
Areas of Practice
Location
1222 W. Legacy Crossing Blvd, Suite 6, Centerville, UT, 84014