Oak Wealth Advisors LLC

Wealth Management Firm in Highland Park, IL

Firm Info
Address: 836 Skokie Blvd, Northbrook, IL 60062, USA
Phone: (847) 945-8888

Firm Size
Assets Under Management: $204.2 million
# of Advisors: 2
# of Clients: 80
Client to Advisor Ratio: 40:1
Average Account Size: $2.6 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

* required fields

Oak Wealth Advisors LLC Overview

OAK WEALTH ADVISORS LLC is an investment advisory firm based in Northbrook, IL. Founded in 2017, the firm specializes in providing investment advice only to its clients. One of the key features of this firm is its fee arrangement, which is fee-only. This means that clients pay only for the services they receive, and the firm does not receive any commissions or other forms of compensation. As an investment advisory firm, OAK WEALTH ADVISORS LLC offers a range of services to its clients. These include financial planning and portfolio management for individuals and small businesses. In addition, the firm provides advice on the selection of other advisors, as well as the publication of periodicals or newsletters. With its focus on investment advice and fee-only structure, OAK WEALTH ADVISORS LLC provides a valuable service to its clients. Whether you are an individual looking to grow your wealth or a small business seeking advice on how to invest your resources, the firm has the expertise to help you achieve your financial goals. And with its commitment to transparency and integrity, you can trust that OAK WEALTH ADVISORS LLC is always acting in your best interests.

OAK WEALTH ADVISORS LLC serves a diverse range of clients, catering to the unique financial goals and needs of both individuals and high net worth individuals. With a keen focus on personalized solutions, the firm offers a comprehensive range of investment management, financial planning, and wealth management services. Their client base includes individuals seeking personalized financial guidance, as well as high net worth individuals seeking advanced financial strategies and solutions. OAK WEALTH ADVISORS LLC provides flexible fee structures, allowing clients to choose the service that best meets their needs and budget. The firm offers both percentage of AUM and fixed fee structures, depending on the specific service provided. The percentage of AUM model allows the firm to charge a percentage of the total assets under management as compensation while fixed fees are typically charged for services that require a specific amount of time or resources. The fee structure is clearly explained and tailored to each client’s unique needs and goals to ensure transparency and satisfaction. The firm's fee structures are designed to provide clients with exceptional value for their investment while ensuring that they receive the best possible financial guidance and support.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Oak Wealth Advisors LLC is stated as $5,000 in their Part 2 Brochure. However, the firm notes that they have the discretion to negotiate the minimum investment amount or charge a lesser management fee based on specific criteria outlined in the brochure.

How This Office Can Help Highland Park, IL Residents

Professional Wealth Advisors, LLC is a financial advisory firm located in Downers Grove, IL, known for providing quality financial planning services to clients in the area. The company's aim is to assist clients in achieving their financial goals and objectives by providing comprehensive financial planning and wealth management solutions. The team at Professional Wealth Advisors, LLC understands that clients' financial situations vary, and as such, they tailor their services to meet their clients' specific needs. Downers Grove, IL, is a suburb of Chicago that offers its residents a great lifestyle. However, many residents often face a wide range of financial challenges such as planning for retirement, navigating complex tax laws, saving for education, securing finances against market volatility, and many more. Professional Wealth Advisors, LLC helps clients tackle these financial challenges by designing and implementing comprehensive financial plans that will help them achieve their goals and objectives. With over three decades of experience, the firm has the expertise, knowledge, and experience required to provide customized solutions to each client's needs, ensuring they achieve financial success.

To view the Minimum Investment and Fee Schedule for Oak Wealth Advisors LLC, visit their Part 2 Brochure.

Services Offered by Oak Wealth Advisors LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Oak Wealth Advisors LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 836 Skokie Blvd, Northbrook, IL 60062, USA
Phone (847) 945-8888
Directions
Google My Business Reviews:
5 Stars

Other Office Locations

This firm has no other locations.

State Registrations

Oak Wealth Advisors LLC is registered to service clients in the following states:

  • Illinois
  • New Hampshire
  • New Mexico
  • South Dakota
  • Texas
  • Utah
  • Washington
  • Wisconsin

Disciplinary History

Oak Wealth Advisors LLC does not have any disclosures. Please visit it's Form ADV for more details.

FREQUENTLY ASKED QUESTIONS

Integrated Wealth Management FAQs