Oak Harbor Wealth Partners, LLC

Oak Harbor Wealth Partners, LLC, established in October 2020 and operating since June 2021, offers financial and investment advisory services to various clients, including high net worth individuals, corporations, foundations, trusts, retirement plans, and other entities. The firm provides discretionary and non-discretionary investment advisory services, institutional consulting, and financial planning. Clients can expect portfolio management services tailored to their needs, goals, and risk tolerance, with the option for discretionary or non-discretionary arrangements. The firm may utilize Separate Account Managers for diversified manager styles and offers institutional consulting services to assist clients in developing investment policies. Investment strategies include long-term purchases, short-term purchases, short sales, margin transactions, options trading, and more. The firm manages over $456 million in assets on a discretionary basis and $166 million on a non-discretionary basis as of December 31, 2024. Fees are based on a percentage of assets under management, with portfolio management fees subject to negotiation and typically not exceeding 1.50%. Clients may incur additional costs such as brokerage fees and other transaction expenses. The firm does not accept performance-based fees and acts as a fiduciary in the best interests of clients. Clients have the option to direct brokerage and custody services, with Charles Schwab & Co., Inc. commonly recommended as the custodian. The firm's investment process involves fundamental value analysis and may include technical considerations. Clients are provided with regular account reviews and reporting, and the firm does not have any disciplinary events to report.