Oak Hill Wealth Advisors, LLC
Assets Under Management
$603.2M
Number of Clients
434
Number of Advisors
N/A
Average Client AUM
$1.4M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Oak Hill Wealth Advisors offers personalized investment management and financial advisory services to individual investors. Services include investment and wealth management, financial planning and consulting. Client assets are allocated among ETFs, mutual funds, and individual securities. They require clients to enter into a written advisory agreement.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10M+ | 0.75% |
Fee schedule may be based on cumulative household assets under management. Existing clients may be grandfathered and charged according to their existing fee rate. Oak Hill Wealth Advisors, in our sole discretion, may waive the annual fee based upon certain criteria.
Fee Estimator
You'll pay an annual fee based on your portfolio size (see rates in table). Oak Hill Wealth Advisors may negotiate advisory fees at their sole discretion. Fees are payable quarterly in arrears based on the average daily balance of the account. You may incur additional charges imposed by custodians, broker-dealers, investment companies and other third parties. Oak Hill Wealth Advisors generally requires a minimum initial investment of $1,000,000 for investment management services.
Areas of Practice
Location
19415 Deerfield Ave, Suite 203, Lansdowne, VA, 20176