How does the advisor help clients – Key Takeaways:
OAKE FINANCIAL LLC provides a comprehensive range of financial services to help clients achieve their financial goals. The firm’s team of experienced advisors leverages their expertise and knowledge to provide personalized and tailored solutions to each client. They aim to build strong relationships with their clients and guide them to make informed financial decisions.
Facts and Insights
Founded in 2005, OAKE FINANCIAL LLC has over 15 years of experience in the financial services industry. With a team of 10 advisors, the firm manages a total of $500 million in assets under management. The firm is dedicated to providing quality financial advice and exceptional customer service to its clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Number of Advisors | Assets Under Management |
|---|---|---|
| 2005 | 10 | $500 million |
Financial Services Offered
OAKE FINANCIAL LLC offers a wide range of financial services to its clients. These include investment management, retirement planning, tax planning, estate planning, and risk management. The firm takes a holistic approach to financial planning and strives to provide comprehensive solutions to help clients achieve their financial goals.
Client Types
OAKE FINANCIAL LLC caters to a diverse range of clients including individuals, families, and businesses. Their services are tailored to meet the unique needs and goals of each client. The firm serves clients across all income levels and strives to provide accessible financial guidance for all.
Fees & Compensation
The firm offers transparent and competitive fee structures to its clients. OAKE FINANCIAL LLC charges a percentage of assets under management as its fee, which varies depending on the services and the size of the client’s portfolio. The firm does not receive any commissions for recommending or selling financial products, ensuring their advice is in the client’s best interest.
Background
OAKE FINANCIAL LLC is a registered investment advisor based in the United States. The firm is privately owned and operated, and its team of advisors holds various professional certifications and designations. The firm is committed to providing clients with high-quality financial advice and maintaining the highest ethical standards in their business practices.
Financial Advisor Disclosures to Know
OAKE FINANCIAL LLC has a clean record with regulatory agencies and has no disciplinary actions or legal issues on its record. The firm believes in building trust and maintaining transparency with its clients, and as such, discloses all relevant information regarding its business practices.