OAKGROWTH WEALTH MANAGEMENT LLC
OAKGrowth Wealth Management LLC is a financial advisory firm that offers personalized and comprehensive wealth management services to individuals, families, and businesses. Founded in 2005, the firm is based in New York City and serves clients all over the United States.
How does the advisor help clients – Key Takeaways:
- Provides personalized and comprehensive wealth management services
- Tailors strategies to fit each client’s unique financial goals and needs
- Offers a wide range of financial services
- Serves individuals, families, and businesses all over the United States
Facts and Insights
OAKGrowth Wealth Management LLC prides itself on being a trusted financial advisor to its clients. The firm believes in providing transparent and honest advice to help clients achieve their financial goals. With a team of experienced professionals, the firm offers personalized strategies, tailored to meet each client’s specific needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
OAKGrowth Wealth Management LLC offers a wide range of financial services to its clients. These include financial planning, investment management, retirement planning, tax planning, estate planning, and risk management. The firm also provides guidance on college savings, insurance, and employee benefits.
Client Types
The firm serves a diverse group of clients, including individuals, families, and businesses. OAKGrowth Wealth Management LLC understands that each client has unique financial goals and needs, and therefore, provides customized services to meet their expectations.
Fees & Compensation
OAKGrowth Wealth Management LLC operates on a fee-only basis, meaning that the firm does not receive commissions or incentives for recommending certain products or services. The firm’s fees are based on a percentage of assets under management, and clients are always made aware of any fees before entering into a relationship with the firm.
Background
OAKGrowth Wealth Management LLC was founded by John Smith, a Certified Financial Planner (CFP) with over 20 years of experience in the financial industry. The firm’s team of advisors also hold various certifications and designations, including Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), and Certified Investment Management Analyst (CIMA).
Financial Advisor Disclosures to Know
As a financial advisory firm, OAKGrowth Wealth Management LLC is committed to transparency and upholding ethical standards. The firm has a clean record with no disciplinary actions or legal issues against it.