How White Oak works with its clients and prospective clients.
White Oak is a fee-based, discretionary investment management firm for individuals and small businesses. Our game plan for investing is logical, organized and disciplined.
Click the links below to learn about our commitment to clients as a fiduciary, the tools and methodologies we use to make investment decisions, and a unique approach to advising clients on 401(k) plans and annuities.
Our 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% |
| $1 – $500,000 | 2.0% |
* IMPORTANT: All trading and transaction costs are paid by White Oak Financial Management, Inc.