Oak Family Advisors, LLC

Oak Family Advisors, LLC, established in 2006, is a Registered Investment Adviser offering personalized investment management and financial planning services to individuals, trusts, estates, and small businesses. With approximately $534,000,000 in total assets under management as of December 31, 2024, the firm provides tailored investment management services based on client needs and goals. Clients may impose restrictions on investments, and the firm offers discretionary investment management services. Investment strategies include strategic asset allocation and a core and satellite approach. Fees are based on a percentage of assets under management, with negotiable rates. The firm does not charge performance-based fees and has a minimum annual fee of $1,000. Clients have the option to direct trades and are provided with periodic reviews and reports. Oak Family Advisors does not accept compensation for client referrals and maintains a Business Continuity Plan. The firm prioritizes client confidentiality and data security, with a commitment to maintaining the integrity and security of client information.