White Oaks Wealth Advisors, Inc.
White Oaks Wealth Advisors, Inc. (CRD# 173522) is a financial advisory firm headquartered in Minneapolis, MN. They manage $389,981,573 in 257 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management390MILLION
Total Number of Accounts257ACCOUNTS
Average Account Value$1,517,438
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, FL, MN, TX, WI