Silver Oak Securities, INC.
Assets Under Management
$2.0B
Number of Clients
8,671
Number of Advisors
174
Average Client AUM
$234K
AUM per Advisor
$11.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Silver Oak Securities, Inc. provides advisory services including directed asset management (Compass), a unified managed account program (AdvisorFX), financial planning, referrals to third-party managers, Align Wealth Management, retirement plan services, and Pontera. Fees and services are tailored to client needs.
Fee Structure
Fees vary depending on the service. Compass and AdvisorFX accounts have advisor fees (up to 2% of assets) and platform fees. Financial planning is offered at $300/month, $300/hour, or up to $35,000 flat. Align Wealth Management is a fixed annual fee of $15,000-$75,000. Pontera platform fee is 0.25% charged quarterly. The Advisor fee is negotiable between you and your Financial Professional. Some Financial Professionals will choose to pay the Platform Fee on your behalf, and some Financial Professionals have negotiated for no Platform Fee.
Areas of Practice
Location
403 N. Parkway, Ste. 101, Jackson, TN, 38305