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Stone Oak Wealth Management, Llc
San Antonio, Texas
5.0
5 Reviews
Stone Oak Wealth Management, LLC is a reputable investment advisory firm based out of San Antonio, Texas. With a team of six dedicated professionals, five of whom specialize in providing expert investment advice, the company boasts a strong track record in the industry. Each investment advisor at Stone Oak Wealth Management, LLC manages an impressive average of approximately $206,530,000 in assets under management, surpassing the industry average.
Their compensation structure is diverse, offering clients various options including a percentage of assets under management, fixed fees, and hourly charges. The firm prides itself on it...see more
Assets Under Mgmt
$266.27M
Investment Professionals
5
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Stone Oak Wealth Management, Llc
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