Silveroak Wealth Management LLC

SilverOak Wealth Management LLC is a fee-only investment adviser established in 1999, located in Edina, Minnesota. The firm specializes in providing continuous advice tailored to individual client needs, managing both discretionary and non-discretionary assets. They offer portfolio management services, utilizing various securities such as bonds, mutual funds, and exchange-traded funds, among others. SilverOak may also engage third-party managers for certain client portfolios based on specific investment strategies. For investment discretion, clients can choose to have their accounts managed on a discretionary or non-discretionary basis, with account supervision guided by stated objectives. The firm does not charge performance-based fees and acts in the best interests of clients as a fiduciary. SilverOak provides financial planning, pension consulting, and financial education workshops, tailoring services to individual needs. They do not vote proxies on behalf of clients and do not have any reportable disciplinary events. The firm does not have custody of client assets, which are held at qualified custodians. Clients receive regular reviews and reports based on the services contracted. SilverOak does not have third-party referral arrangements and does not require prepayment exceeding $1,200 more than six months in advance.