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How does the advisor help clients – Key Takeaways:
OAKTON FINANCIAL, LLC provides expert financial advice and services to its clients. Their team of experienced financial advisors help clients achieve their financial goals and plan for a secure future. Here are some key takeaways about OAKTON FINANCIAL, LLC:
- Provides expert financial advice and services
- Team of experienced financial advisors
- Help clients achieve their financial goals
- Plan for a secure future
Facts and Insights
OAKTON FINANCIAL, LLC has a proven track record of helping clients achieve financial success. Here are some facts and insights about the company:
- Founded in 2005
- Over $500 million in assets under management
- Team of 10 experienced financial advisors
- Provides a comprehensive range of financial services
- Works with a variety of client types
- Transparent fee structure
Assets Under Management, Number of Advisors and Time in Business:
OAKTON FINANCIAL, LLC has been in business for over 15 years and has become a trusted financial advisor to its clients. As of 2020, they have over $500 million in assets under management and a team of 10 experienced financial advisors.
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
| 2006 | $600 million | 12 |
| 2007 | $700 million | 14 |
Financial Services Offered
OAKTON FINANCIAL, LLC offers a comprehensive range of financial services to meet the unique needs of each and every client. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- And more
Client Types
OAKTON FINANCIAL, LLC works with a diverse range of clients, including individuals, families, and businesses. They understand that each client is unique and has different financial goals and needs. That’s why they tailor their services to meet the specific needs of each client.
Fees & Compensation
OAKTON FINANCIAL, LLC believes in transparency when it comes to fees and compensation. They want their clients to understand exactly what they are paying for and how their financial advisor is compensated. Their fee structure includes a percentage of assets under management and a flat fee for certain services.
Background
OAKTON FINANCIAL, LLC was founded in 2005 with a mission to provide expert financial advice and services to its clients. The company has since grown to become a trusted and respected financial advisor, serving a wide range of clients. Their team of experienced financial advisors has a deep understanding of the financial industry and strive to provide the best solutions for their clients’ financial needs.
Financial Advisor Disclosures to Know
As a registered investment advisor, OAKTON FINANCIAL, LLC is required to disclose any potential conflicts of interest to their clients. They take their fiduciary duty seriously and always act in the best interest of their clients. The company also has detailed policies and procedures in place to ensure compliance with all laws and regulations.