Advisory Fees and Services

Fee Schedule

Aggregate Assets
Fee Percentage *

Over $5,000,000

0.7%

$3,000,001 – $5,000,000

1.0%

$1,000,001 – $3,000,000

1.2%

$750,001 – $1,000,000

1.5%

$500,001 – $750,000

1.7%

$0.00 – $500,000

2.0%

* IMPORTANT: All trading and transaction costs are paid by White Oak Financial Management, Inc.

Value-Added Services 

  • Quarterly Statements
  • Values-Based Financial Planning
  • Risk Management
  • Retirement Planning
  • College Planning
  • Estate Planning Guidance
  • Insurance Analysis

 

  • Portfolio Analysis
  • Educational Client Workshops
  • Quarterly/Semi-Annual Reviews
  • 401(k) Asset Allocation Assistance
  • Qualified Plan Beneficiary Planning
  • Focus on Demographics
  • Financial Strategies

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