Skyoak Capital, INC.
Assets Under Management
$196.3M
Number of Clients
264
Number of Advisors
3
Average Client AUM
$744K
AUM per Advisor
$65.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
SkyOak Capital provides investment and planning solutions for individuals, families, corporations, private funds, retirement funds, endowments, and foundations. Services include investment management, financial planning, consulting, and family office services, tailored to client circumstances and goals. They also offer Self-Directed IRA services and corporate retirement plan 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
Location
6671 Las Vegas Blvd S, Suite 210, Las Vegas, NV, 89119