Oak Street Advisors has chosen to be fee-only because we feel strongly that a fee-only model reduces conflicts of interest. Additionally, fee-only means you are paying the firm for their financial advice, not some financial product. It has been said that no man can serve two masters. If you are paid by product producers, they hold your first loyalty. If you are paid directly by your clients, then your first loyalty is to the client – as it should be.
As a Registered Investment Advisor Oak Street Advisors is held to a fiduciary standard. Fiduciary means we are required to always put our client's needs first. To learn about the fiduciary oath Oak Street Advisors has taken click here.
Joe Taylor's (Our Myrtle Beach Fee-Only Advisor) only incentive is to serve the client. Joe will recommend only the financial products that help the client reach their financial goals.
Oak Street Advisors Will Aid You With:
This is our chance to show you what Oak Street Advisors can do for you and we will make the most of it.
Our Myrtle Beach Office
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