WEST OAK CAPITAL, LLC
Eagle, Idaho
West Oak Capital, LLC is a small investment advisory firm based out of Eagle, ID, specializing in providing comprehensive financial solutions to high net worth individuals. With two offices, West Oak Capital, LLC boasts a team of eight dedicated professionals, four of whom are experienced investment advisors delivering personalized services to their esteemed clientele. With an average of $100,860,000 in assets under management per investment advisor, West Oak Capital, LLC maintains a competitive standing in the industry. Their compensation structure is multifaceted, including a percentage of assets under management. Notably, 88% ...
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Assets Under Mgmt

$403.44M

Investment Professionals

4

Locations

1

% 401K & Individual

2%

% Discretionary

88%
Compensation Structure
A percentage of assets under your management
Services Provided Section
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
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