How does the advisor help clients – Key Takeaways:
OAK & REED CAPITAL MANAGEMENT, LLC is a leading financial advisory firm that has been helping clients achieve their financial goals for over 15 years. Their team of experienced advisors specializes in providing personalized and comprehensive financial solutions to individuals, families, and businesses.
Facts and Insights
Here are some key facts and insights about OAK & REED CAPITAL MANAGEMENT, LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15+ years |
Financial Services Offered
OAK & REED CAPITAL MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Savings Plans
- Business Succession Planning
Client Types
OAK & REED CAPITAL MANAGEMENT, LLC serves a variety of clients, including:
- Individuals
- Families
- Business Owners
- High Net Worth Individuals
Fees & Compensation
OAK & REED CAPITAL MANAGEMENT, LLC operates on a fee-only basis, meaning they do not receive any commissions or compensation from third-party products or services. This ensures that their recommendations are always in the best interest of their clients.
Background
OAK & REED CAPITAL MANAGEMENT, LLC was founded in 2005 by John Oak and Sarah Reed, both Certified Financial Planners (CFPs). They have assembled a team of highly qualified and experienced advisors who share their commitment to providing exceptional financial advice and service.
Financial Advisor Disclosures to Know
As a registered investment advisor, OAK & REED CAPITAL MANAGEMENT, LLC is required to disclose any legal or disciplinary actions taken against the firm or its advisors. However, there have been no such actions taken against the firm or its advisors in the past 10 years, which is a testament to their commitment to ethical and professional standards.