black oak wealth management, inc.

Your Financial Quarterback Has Arrived. Based, in the Heart of North Carolina, at Black Oak Wealth Management, Inc., a Registered Investment Advisor, our financial advisors meet clients face to face, via Join.Me, FaceTime, and our own Wealth Management cloud based financial interface. Our only investment interest is your best interest. FIDUCIARY We know you worked hard for your money. Therefore, we work hard to invest in your best interests, with your goals in mind... not just a one size fits all mentality. We invest in stocks, bonds, no-load mutual funds, and ETF's. TRANSPARENCY As a fee-only RIA, Registered Investment Advisor, our low cost to clients is simple & straightforward. Investment clients pay based on AUM (Assets Under Management), only on what we manage. TECH & PERSONAL SERVICE Link all your assets & accounts, both managed by us & not, to our Black Oak Wealth Management System for a complete picture of your financial life. Your Net Worth gets updated automatically everyday! Our portfolio modeling is detailed, based on risk tolerance and your investment time horizon. Our financial tools give you a picture of your complete financial life, investments, life insurance, and help you plan for your legacy. You get personal, technology-enhanced guidance with total transparency into your wealth. The result will transform the way you understand, manage, and grow your net worth. The True Cost of Broker Fees Typical brokers often recommend investments that give them high commissions, or theyll choose high-load instruments for clients. They may also impose account opening fees, service and maintenance fees, and trading fees. Years of retirement could be lost without properly understanding these high fee investments. The front-end load on Mutual Fund A Shares is usually between 3-6%. That's why, when we do mutual funds, it's institutional shares, not something that gives us a large up front benefit.