How does OAKHURST ADVISORS help clients – Key Takeaways:
- Provides expert financial advice and guidance to clients
- Offers personalized investment strategies to meet individual goals
- Utilizes a comprehensive and holistic approach to wealth management
- Has a team of experienced and knowledgeable advisors
Facts and Insights
OAKHURST ADVISORS is a leading financial advisory firm that has been helping clients achieve their financial goals for over 20 years. With a strong focus on personalized service and a commitment to achieving long-term success, they have established a reputation as a trusted and reliable source of financial advice.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | Over 20 years |
Financial Services Offered
OAKHURST ADVISORS offers a wide range of financial services to help clients achieve their goals. These include investment management, retirement planning, tax planning, estate planning, risk management, and more. Their team of experts work closely with clients to develop tailored strategies that align with their financial objectives and risk tolerance.
Client Types
OAKHURST ADVISORS serves a diverse range of clients, including high-net-worth individuals, families, and small businesses. They have the resources and expertise to cater to the unique needs of each client, whether they are looking to grow their wealth, preserve it, or create a legacy for future generations.
Fees & Compensation
As a fee-only advisor, OAKHURST ADVISORS is committed to transparency and puts the best interests of their clients first. They charge a percentage of assets under management as their fee, which allows for an alignment of interests. This means that they only profit when their clients do, creating a partnership focused on long-term success.
Background
OAKHURST ADVISORS was founded in 2000 by a team of financial experts with a shared vision of providing top-notch financial advice and exceptional service to clients. Today, the firm has grown to include 15 experienced advisors who bring a wealth of knowledge and expertise to the table.
Financial Advisor Disclosures to Know
As a registered investment advisor, OAKHURST ADVISORS is held to a fiduciary standard, meaning they are legally and ethically obligated to act in their clients’ best interests. They maintain full transparency with their clients, including any potential conflicts of interest that may arise.