OAK STREET ADVISORS
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    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
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    • BLOG
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  • CONTACT A FINANCIAL PLANNER
  • FORM ADV PART 2

WHAT YOU PAY

 
WE DON'T TAKE COMMISSION OR SELL PRODUCTS. WE GET PAID BY OUR EMPLOYER -- YOU!​
wE'RE FEE-ONLY FIDUCIARIES.
​YOU ALWAYS KNOW WHAT AND WHOM YOU'RE PAYING.


INITIAL FINANCIAL PLAN

Your plan will dictate how and where your money is invested and provides the groundwork for all recommendations. We know we cannot give you personalized advice without doing a comprehensive dive into your entire financial picture. We charge $200 an hour to build your initial financial plan. ​

​The average plan costs between $2,500 and $6,000 depending on how comprehensive your finances are.
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ONGOING ASSET MANAGEMENT FEE

After we complete your financial plan, we charge an ongoing implementation and asset management fee as we become your trusted advisors. We setup an implementation checklist to execute your new financial plan. We execute or assist with all the heavy lifting as you onboard as a new client.

The ongoing fee covers investment management, being on-call for all financial and life questions, an annual financial plan update as well as periodic review and update meetings.

We bill quarterly based on the average value over the last 3 months of the assets we manage.

FEE STRUCTURE

First $250,000 - 1.50%
$250,000 to $500,000 - 1.25%
$500,000 to $1,500,000 - 1.0%
$1,500,000 to $2,500,000 - 0.75%
$2,500,000 to $3,500,000 - 0.50%
$3,500,000 and above - 0.25%
  • HOME
  • SERVICES
    • Financial Planning
    • Tax Planning
    • Fiduciary Investment Management
    • Small Business Planning >
      • Business Retirement Plan Advisory
  • ABOUT US
    • WHAT IS A FEE ONLY ADVISOR?
    • FREQUENTLY ASKED QUESTIONS
    • OUR TEAM
  • BLOG
    • BLOG
  • SCHEDULE AN INTRO CALL
  • CONTACT A FINANCIAL PLANNER
  • FORM ADV PART 2