Silver Oak Wealth Advisors Services, Llc
Los Angeles, California
Silver Oak Wealth Advisors Services, LLC, based in Los Angeles, CA, is a small investment advisory firm dedicated to providing comprehensive wealth management services. With a team of five talented professionals, including three experienced investment advisors, they strive to help their clients achieve their financial goals. The firm manages a substantial amount of assets, with an average of approximately $71,370,000 in assets under management per investment advisor, which aligns with the industry average. Their compensation structure is designed to align their interests with those of their clients, including a percentage of asse...
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Assets Under Mgmt

$186.76M

Investment Professionals

3

Locations

0

% 401K & Individual

16%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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