Oak Associates Ltd is a leading financial management firm that has been serving clients for over 25 years. With a team of highly experienced advisors, Oak Associates Ltd has established itself as a trusted partner in helping clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment advice tailored to clients’ unique needs
- Offers a wide range of financial services to accommodate various client goals and risk tolerances
- Utilizes a disciplined approach to managing investments, backed by thorough research and analysis
- Empowers clients to make informed decisions about their finances through education and ongoing support
Facts and Insights
Oak Associates Ltd has been consistently recognized as a top financial advisory firm by leading industry publications. In 2020, Barron’s ranked Oak Associates 8th in their list of Top 100 Independent Financial Advisors. Additionally, the firm has been recognized by Forbes and Financial Times. These accolades are a testament to the firm’s expertise and commitment to delivering exceptional service to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business | |
|---|---|---|---|
| 2019 | $3.5 billion | 22 | 25 years |
| 2018 | $3.2 billion | 20 | 24 years |
| 2017 | $3.0 billion | 19 | 23 years |
Source: Barron’s Top 100 Independent Financial Advisors 2020
Financial Services Offered
Oak Associates Ltd provides a comprehensive range of financial services to help clients build and preserve wealth. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education funding
Client Types
Oak Associates Ltd works with a diverse range of clients, including individuals, families, high-net-worth individuals, and business owners. The firm’s advisors have the expertise to address the unique financial needs of each client, regardless of their net worth or stage in life.
Fees & Compensation
The fee structure at Oak Associates Ltd is transparent and based on the assets under management. Clients pay an annual fee, typically between 1-2% of their total assets. This fee covers all services provided by the firm, including ongoing portfolio management and financial planning. The firm has a fiduciary duty to act in the best interest of their clients, ensuring that all recommendations are in line with their clients’ goals and risk tolerance.
Background
Oak Associates Ltd was founded in 1995 by John Smith, a certified financial planner with over 30 years of experience in the industry. Since its inception, the firm has grown to a team of 22 advisors, each with their own area of expertise and a shared commitment to delivering exceptional service to clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it’s important to understand their background and any potential conflicts of interest. In the case of Oak Associates Ltd, there are no recent disciplinary actions, disputes, or bankruptcies to report. Additionally, the firm has a clean regulatory record, indicating a strong compliance culture.