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Silver Oak Wealth Advisors Services
SILVER OAK WEALTH ADVISORS SERVICES, LLC is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2018. The firm manages $300 million in...
Silver Oak Wealth Advisors Services
SILVER OAK WEALTH ADVISORS SERVICES, LLC is an SEC-registered investment adviser in LOS ANGELES, CA, registered since 2018. The firm manages $300 million in assets, with $287 million on a discretionary basis. It employs 7 staff and 3 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
Frequently asked questions
How is Silver Oak Wealth Advisors compensated?
Silver Oak operates on a fee-only advisory model, charging clients based on a percentage of assets under management or through fixed retainer fees. This structure aligns the firm's incentives with client outcomes and avoids commission-based conflicts. As a registered investment advisor, the firm is held to a fiduciary standard requiring it to act in clients' best interests. Specific fee schedules are negotiated directly with each family based on complexity and asset levels.
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