Oak Root Llc
Montecito, California
Oak Root LLC, based out of Montecito, CA, is a small investment advisory firm specializing in serving high net worth individuals. With a team of one dedicated employee, Oak Root LLC offers comprehensive investment advisory services to its clientele. Led by Kevin Root, one of the firm's longest tenured registered advisors since 2015, the company brings a wealth of experience and expertise to the table.
Oak Root LLC prides itself on managing a substantial amount of assets under management, with an average of approximately $32,360,000 per investment advisor. The firm's compensation structure is diverse, including various types such ...
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Assets Under Mgmt
$666M
Investment Professionals
1
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Articles
Articles
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