SKYOAK WEALTH is a small investment advisory firm headquartered in Southfield, MI, with two offices. With a total of 7 employees, including 4 dedicated to investment advisory services, they provide personalized financial guidance to a diverse client base. The firm's compensation structure is based on several types, such as a percentage of assets under management, ensuring alignment with client interests.
With over 320 individual clients, SKYOAK WEALTH manages a substantial portfolio of assets totaling more than $391,812,000. Their expertise primarily caters to high-net-worth individuals, although they also manage 401K and individ...see more
Assets Under Mgmt
$391.81M
Investment Professionals
4
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
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Reviews for Skyoak Wealth
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