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 asse...
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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)
Articles
Articles
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