Black Oak Wealth Management, Inc.
Black Oak Wealth Management, Inc. (CRD# 282568) is a financial advisory firm headquartered in , . They manage $4,700,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management5MILLION
Total Number of Accounts65ACCOUNTS
Average Account Value$72,308
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses