Transparent, up-front pricing.

Fees for our services are determined carefully so that they are tailored to our clients’ specific needs and are competitive in the marketplace. Our firm investment management portfolio minimum is $2,000,000, and can be waived at our discretion.

White Oaks believes that clients should be able to pick and choose the services they want. We offer a la carte pricing on all services with discounts offered for using multiple services.

For non-investment services, we offer hourly, project fee or retainer relationships depending on the client’s needs and preferences. Family office services are usually offered on an annual retainer basis.

All fees are disclosed in advance. Fees for financial plans are billed on project completion. Investment management fees are billed in arrears. Core Fund fees are withdrawn from the investment account on a quarterly basis. Private Fund fees are deducted from the fund on a monthly basis.

Financial Planning

Financial planning is included with our investment management services for those clients with at least $2,000,000 under our management.

Learn More

Initial Financial Planning Project

Subject to a $5,000 minimum fee, with an estimate based on individual circumstances and complexity, quoted in advance.

Project fee or hourly

  • $350/hr. Partner
  • $250/hr. Director
  • $150/hr. Manager

Learn More

Wealth Management

Retainer for services such as maintenance of financial plan and wealth strategy, but not including investment management. Subject to a $10,000 minimum fee.

Learn More

External Accounts

Our solution to manage your active retirement accounts, such as 401Ks, 403Bs, etc.

  • 1.25% annual fee

Learn More

Family Office Services

Retainers quoted in advance, depending on complexity and desired level of service. Subject to $25,000 annual minimum fee.

Learn More

Private Funds

Our fully-diversified, proprietary portfolios available to accredited investors.

  • 0.90% annual fee for the White Oaks Aggressive Growth Fund, White Oaks Alternative Strategies Fund, White Oaks Moderate Growth Fund and White Oaks Low Volatility Fund.
  • 0.75% annual fee and 10% incentive fee for the White Oaks Flexible Strategies Fund.

See offering memorandums for additional details.

Learn More

Core Funds

Our fully-diversified mutual, index and exchange traded fund portfolios for accredited or non-accredited investors.

  • 1.00% annual fee
  • Negotiable above $10,000,000 under management

See advisory agreement for additional details.

Learn More

Investment advisory services provided by White Oaks Wealth Advisors, Inc. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.