Black Oak Wealth Management, Inc.
Black Oak Wealth Management, Inc. (CRD# 282568) is a financial advisory firm headquartered in Oak Ridge, NC. They manage $29,875,996 in 166 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Black Oak Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts166ACCOUNTS
-
Average Account Value$179,976
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC
Financial Advisors at Black Oak Wealth Management, Inc.
No Advisor Found.
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