Oak Tree Wealth Management
Oak Tree Wealth Management (CRD# 164685) is a financial advisory firm headquartered in Corpus Christi, TX. They manage $11,357,136 in 80 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management11MILLION
Total Number of Accounts80ACCOUNTS
Average Account Value$141,964
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Martin Schoonover (CRD# 3203095) is an Investment Advisor Representative working at Oak Tree Wealth Management in Corpus Christi, TX and has over 10 years of experience in the finance industry.