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First Oak Wealth Management, Llc
Raleigh, North Carolina
First Oak Wealth Management, LLC is a small investment advisory firm based out of Raleigh, NC, with two offices strategically located to serve their clients. With a team of four dedicated professionals, including two expert investment advisors, First Oak provides comprehensive financial services to individuals and businesses alike.
With an impressive average of approximately $98,610,000 in assets under management per investment advisor, First Oak Wealth Management is able to deliver quality investment solutions that align with their clients' financial goals. Their compensation structure is flexible, offering various options such ...see more
Assets Under Mgmt
$197.21M
Investment Professionals
2
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Disclosures
- Found to have been involved in a violation of investment regulations or statutes by Federal regulatory agency
- Orders brought against in connection to investment related activities (10yrs)
Reviews for First Oak Wealth Management, Llc
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