Oak Tree Advisory Services Review


Trust Score 96%
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Oak Tree Advisory Services, federally registered in 1985, is a Registered Investment Advisor (RIA) in 0 (unknown) state(s) with a licensed staff of 1 advisors. Oak Tree Advisory Services manages $284.7 million and provides investment advisory services for 90 clients (1:90 advisor/client ratio).

Fees may vary, please contact an advisor.

Benefits


  • Firm uses a transparent fee-only model
  • Firm uses a trusted custodian
  • Firm has been federally registered for 33 years

Considerations


  • There is only one licensed advisor for every 90 clients (industry average 1:50)
  • Firm has less than $1B in assets under management
  • Firm serves fewer than 1,000 clients

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Managed Investing


Feature Value
Estimated Fees (Annual) N/A on $0 portfolio
Disciplinary History No
Total AUM $284.7 million
Average Account AUM $3,163,743
Hybrid Advisor No
Annual Management Fee Notes Fees may vary, please contact an advisor.
Minimum Investment $0
Minimum Annual Fee $0
Advisor / Client Ratio 1:90
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