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Investment Management

Ongoing Investment Management

We specialize in managing investments for retirement purposes. In particular, creating income-generating portfolios designed to help you maintain your lifestyle throughout retirement. We can begin this process during your working years, while you are still saving, or as you are beginning retirement and are needing to take money from your investments. 

We build customized, low-cost, diversified portfolios. To do this, we use Exchange Traded Funds (ETFs) as our primary investment vehicles. The fee we charge is based on the market value of the assets we manage and is calculated at the end of each quarter. The tiered annual fee ranges from 0.75% - 1.00%*.

*For assets that we are able to manage at one of our custodians: TD Ameritrade or Betterment.

What's included?



Customized Portfolio

Low-cost, custom-built portfolios designed to meet your retirement needs.

Easy-to-Use Dashboard

A simple and intuitive interface including performance reporting.

Notifications

Continuous updating of financial goals and progress reporting.

Expert Advice

Regular communication from your Blue Oaks Financial Advisor.


White Glove Service

We tailor not just our portfolios to you but our service as well. We ask for and appreciate feedback. 

Officially Backed

Assets custodied at TD Ameritrade.


TD Ameritrade Institutional
Assets We Manage
Fee
$0  -  $1,000,000
1.00% annually
$1,000,001   -  $3,000,000
0.90% annually
Above $3,000,001
0.75% annually


If any of our services and price structures fit your needs and budget, we would love to speak with you. Let's get in touch:

START HERE


While we would love to help everyone, we have very intentionally limited the number of clients we serve so that each client gets the personalized attention they deserve and we don't have to sacrifice service. If you feel you are not a fit for the criteria above, we would be happy to help you find someone better suited for your needs. Please call or email us to discuss further.