Your Values. Your Goals.
Not every acorn becomes an oak tree. Depending on your needs, together we will develop and, where appropriate, implement a financial plan to help you pursue your goals.
Step 1: Initial meeting
Step 2: Discovery
Step 3: Initial Finding
Step 4: Plan Presentation
Step 5: Implementation
Step 6: Monitoring & Progress Reviews
Oak Tree Wealth Management is committed to providing proactive service to all of our clients. In order to accomplish this, we strive to communicate our value by working diligently to help you work toward realizing your financial goals and visions, using fees that are transparent and fair.
Below, we outline the fee schedule for the services we provide. We welcome any questions, at any time, that you may have in regards to our pricing philosophy.
Financial Plans and Hourly Financial Advice
Our standard plan fee for the majority of financial plans is $2,500 - $3,500. Certain plan fees may be greater than this based on the complexity of the financial situation. An estimate will be provided in our initial meeting.
Our office can develop and present a project proposal to outline our engagement based on your particular needs. With the project proposal, we’ll include an overview and breakdown of the fees that will be charged. All fees are due at commencement of service. Our hourly financial advice fee is as follows:
Our highly experienced team will direct and supervise the investment selection of your assets. This is accomplished by maintaining an appropriate portfolio asset allocation year after year in light of your changing needs and market conditions. Quarterly, systematic fee compensation will be charged for this personalized service as per the fee schedule that follows. The minimum combined account size for new clients is $1,000,000.
Assets Under Management Advisor Fee
$0 - $500,000 1.00%
$500,001 - $1,000,000 0.80%
$1,000,001 - $4,999,999 0.50%
$5,000,001 + 0.30%
We aim to address a variety of complex financial situations with plans and solutions tailored to help address your specific needs. In order to do this, we utilize a variety of investment strategies and methods. Please note that additional corresponding platform or investment strategist fees will be applied to the Advisor Fee and will vary depending on the specific platform and strategist.
Asset allocation does not ensure a profit or protect against a loss.